JABVX Mutual Fund

JABVX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
-5.30%
3 Months
+0.55%
6 Months
+6.34%
YTD
+12.26%
1 Year
+10.53%
3 Years (annualized)
+8.46%
5 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+6.23%
vs Peers
+6.03%

JABVX Mutual Fund Performance

JABVX performance across multiple time periods: 1-month -5.30%, YTD 12.26%, 1-year 10.53%, 3-year 8.46%, 5-year 3.99%.

JABVX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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