JABMX Mutual Fund

NAV$13.90

Returns Overview

1 Month
+0.15%
3 Months
+8.47%
6 Months
+8.11%
YTD
+7.61%
1 Year
+15.64%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+5.87%
vs Peers
+1.74%

JABMX Mutual Fund Performance

JABMX performance across multiple time periods: 1-month 0.15%, YTD 7.61%, 1-year 15.64%, 3-year 12.23%, 5-year 5.74%.

JABMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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