JABQX Mutual Fund

JABQX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
+0.12%
3 Months
+13.30%
6 Months
+12.63%
YTD
+11.75%
1 Year
+23.73%
3 Years (annualized)
+17.19%
5 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABQX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+6.73%
vs Peers
+5.02%

JABQX Mutual Fund Performance

JABQX performance across multiple time periods: 1-month 0.12%, YTD 11.75%, 1-year 23.73%, 3-year 17.19%, 5-year 8.93%.

JABQX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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