JABKX Mutual Fund

JABKX Mutual Fund

NAV$12.35
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Returns Overview

1 Month
+0.12%
3 Months
+5.88%
6 Months
+5.53%
YTD
+5.26%
1 Year
+11.34%
3 Years (annualized)
+9.65%
5 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABKX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+4.14%
vs Peers
+1.12%

JABKX Mutual Fund Performance

JABKX performance across multiple time periods: 1-month 0.12%, YTD 5.26%, 1-year 11.34%, 3-year 9.65%, 5-year 4.16%.

JABKX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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