JABLX Mutual Fund

JABLX Mutual Fund

NAV$52.93
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Returns Overview

1 Month
+0.40%
3 Months
+0.21%
6 Months
+2.90%
YTD
+3.99%
1 Year
+4.07%
3 Years (annualized)
+15.45%
5 Years (annualized)
+6.49%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+5.30%
vs Peers
-1.31%

JABLX Mutual Fund Performance

JABLX performance across multiple time periods: 1-month 0.40%, YTD 3.99%, 1-year 4.07%, 3-year 15.45%, 5-year 6.49%, 10-year 10.09%.

JABLX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

JABLX vs another fund shows side-by-side returns. JABLX alternatives are available in the Mutual Fund Screener.