JABRX Mutual Fund

JABRX Mutual Fund

NAV$50.71
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Returns Overview

1 Month
+0.30%
3 Months
+9.20%
6 Months
+3.76%
YTD
+3.67%
1 Year
+10.49%
3 Years (annualized)
+12.99%
5 Years (annualized)
+7.05%
10 Years (annualized)
+10.10%

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)
+3.67%
Peer Avg (YTD)
+5.87%
vs Peers
-2.19%

JABRX Mutual Fund Performance

JABRX performance across multiple time periods: 1-month 0.30%, YTD 3.67%, 1-year 10.49%, 3-year 12.99%, 5-year 7.05%, 10-year 10.10%.

JABRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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