JABPX Mutual Fund

JABPX Mutual Fund

NAV$15.77
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Returns Overview

1 Month
+1.98%
3 Months
+1.59%
6 Months
+6.62%
YTD
+11.38%
1 Year
+17.73%
3 Years (annualized)
+15.51%
5 Years (annualized)
+7.36%
10 Years (annualized)
+9.22%

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)
+11.38%
Peer Avg (YTD)
+7.17%
vs Peers
+4.21%

JABPX Mutual Fund Performance

JABPX performance across multiple time periods: 1-month 1.98%, YTD 11.38%, 1-year 17.73%, 3-year 15.51%, 5-year 7.36%, 10-year 9.22%.

JABPX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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