JABMX Mutual Fund

JABMX Mutual Fund

NAV$13.96
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Returns Overview

1 Month
-0.58%
3 Months
+2.16%
6 Months
+5.11%
YTD
+6.98%
1 Year
+14.50%
3 Years (annualized)
+11.20%
5 Years (annualized)
+5.47%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABMX 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 Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+5.54%
vs Peers
+1.45%

JABMX Mutual Fund Performance

JABMX performance across multiple time periods: 1-month -0.58%, YTD 6.98%, 1-year 14.50%, 3-year 11.20%, 5-year 5.47%, 10-year 7.35%.

JABMX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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