JABZX Mutual Fund

JABZX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
-5.27%
3 Months
+0.47%
6 Months
+6.20%
YTD
+12.16%
1 Year
+10.29%
3 Years (annualized)
+8.23%
5 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABZX 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)
+12.16%
Peer Avg (YTD)
+6.23%
vs Peers
+5.93%

JABZX Mutual Fund Performance

JABZX performance across multiple time periods: 1-month -5.27%, YTD 12.16%, 1-year 10.29%, 3-year 8.23%, 5-year 3.77%.

JABZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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