JABPX Mutual Fund

JABPX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
+0.13%
3 Months
+11.02%
6 Months
+10.47%
YTD
+9.78%
1 Year
+19.87%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABPX 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)
+9.78%
Peer Avg (YTD)
+6.73%
vs Peers
+3.05%

JABPX Mutual Fund Performance

JABPX performance across multiple time periods: 1-month 0.13%, YTD 9.78%, 1-year 19.87%, 3-year 14.94%, 5-year 7.52%.

JABPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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