JABUX Mutual Fund

JABUX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-2.57%
3 Months
-3.60%
6 Months
-1.33%
YTD
-1.86%
1 Year
-1.27%
3 Years (annualized)
+4.79%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.15%

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
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📉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 Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
-1.59%
vs Peers
-0.28%

JABUX Mutual Fund Performance

JABUX performance across multiple time periods: 1-month -2.57%, YTD -1.86%, 1-year -1.27%, 3-year 4.79%, 5-year 0.84%, 10-year 2.15%.

JABUX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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