JMABX Mutual Fund

JMABX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
+0.24%
3 Months
-0.43%
6 Months
-0.95%
YTD
+0.62%
1 Year
+2.86%
3 Years (annualized)
+6.52%
5 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMABX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate Bond Index(^BBUCORPBI)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+2.15%
vs Peers
-1.53%

JMABX Mutual Fund Performance

JMABX performance across multiple time periods: 1-month 0.24%, YTD 0.62%, 1-year 2.86%, 3-year 6.52%, 5-year 1.25%.

JMABX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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