JABIX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
+3.55%
3 Months
+10.83%
6 Months
+15.20%
YTD
+14.82%
1 Year
+18.28%
3 Years (annualized)
+11.12%
5 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+14.82%
Peer Avg (YTD)
+11.24%
vs Peers
+3.58%

JABIX Mutual Fund Performance

JABIX performance across multiple time periods: 1-month 3.55%, YTD 14.82%, 1-year 18.28%, 3-year 11.12%, 5-year 4.37%.

JABIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

JABIX performance comparison shows side-by-side returns with another fund. JABIX alternatives are available in the Mutual Fund Screener.