JABYX Mutual Fund

NAV$10.80

Returns Overview

1 Month
+4.29%
3 Months
+17.53%
6 Months
+17.91%
YTD
+16.52%
1 Year
+15.88%
3 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+8.97%
vs Peers
+7.55%

JABYX Mutual Fund Performance

JABYX performance across multiple time periods: 1-month 4.29%, YTD 16.52%, 1-year 15.88%, 3-year 12.19%.

JABYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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