JABRX Mutual Fund

JABRX Mutual Fund

NAV$49.90
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Returns Overview

1 Month
-0.16%
3 Months
+2.56%
6 Months
+3.03%
YTD
+3.50%
1 Year
+8.90%
3 Years (annualized)
+12.24%
5 Years (annualized)
+6.50%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+5.54%
vs Peers
-2.03%

JABRX Mutual Fund Performance

JABRX performance across multiple time periods: 1-month -0.16%, YTD 3.50%, 1-year 8.90%, 3-year 12.24%, 5-year 6.50%, 10-year 9.80%.

JABRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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