JAHBX Mutual Fund

JAHBX Mutual Fund

NAV$14.37
See how much of JAHBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.46%
3 Months
+4.45%
6 Months
+14.65%
YTD
+21.80%
1 Year
+23.77%
3 Years (annualized)
+11.53%
5 Years (annualized)
+7.40%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHBX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.80%
Peer Avg (YTD)
+15.20%
vs Peers
+6.60%

JAHBX Mutual Fund Performance

JAHBX performance across multiple time periods: 1-month -0.46%, YTD 21.80%, 1-year 23.77%, 3-year 11.53%, 5-year 7.40%, 10-year 7.46%.

JAHBX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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