JABUX Mutual Fund

JABUX Mutual Fund

NAV$12.22
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.62%
3 Months
+2.36%
6 Months
+1.81%
YTD
+1.81%
1 Year
+4.83%
3 Years (annualized)
+5.18%
5 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABUX 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
PROUpgrade to run

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)
+1.81%
Peer Avg (YTD)
+0.99%
vs Peers
+0.82%

JABUX Mutual Fund Performance

JABUX performance across multiple time periods: 1-month 0.62%, YTD 1.81%, 1-year 4.83%, 3-year 5.18%, 5-year 1.28%.

JABUX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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