JABOX Mutual Fund

JABOX Mutual Fund

NAV$11.67
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Returns Overview

1 Month
-0.33%
3 Months
-0.72%
6 Months
-1.51%
YTD
+0.01%
1 Year
+1.41%
3 Years (annualized)
+3.61%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABOX 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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.20%
vs Peers
-0.20%

JABOX Mutual Fund Performance

JABOX performance across multiple time periods: 1-month -0.33%, YTD 0.01%, 1-year 1.41%, 3-year 3.61%, 5-year -0.27%, 10-year 1.11%.

JABOX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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