JABPX Mutual Fund

JABPX Mutual Fund

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Returns Overview

1 Month
-0.51%
3 Months
+2.96%
6 Months
+6.83%
YTD
+9.22%
1 Year
+18.56%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.32%
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
PROUpgrade to run
🏦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)
+9.22%
Peer Avg (YTD)
+6.57%
vs Peers
+2.65%

JABPX Mutual Fund Performance

JABPX performance across multiple time periods: 1-month -0.51%, YTD 9.22%, 1-year 18.56%, 3-year 13.68%, 5-year 7.32%, 10-year 9.22%.

JABPX returns outperform the peer average of 6.57% 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.