JABTX Mutual Fund

JABTX Mutual Fund

NAV$12.18
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Returns Overview

1 Month
-0.90%
3 Months
+0.34%
6 Months
+0.35%
YTD
+0.84%
1 Year
+4.03%
3 Years (annualized)
+4.44%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABTX 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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.25%
vs Peers
+0.59%

JABTX Mutual Fund Performance

JABTX performance across multiple time periods: 1-month -0.90%, YTD 0.84%, 1-year 4.03%, 3-year 4.44%, 5-year 0.80%, 10-year 2.09%.

JABTX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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