JMABX Mutual Fund

JMABX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-0.79%
3 Months
-0.09%
6 Months
-0.07%
YTD
+0.38%
1 Year
+3.91%
3 Years (annualized)
+6.27%
5 Years (annualized)
+1.17%

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)
+0.38%
Peer Avg (YTD)
+0.12%
vs Peers
+0.26%

JMABX Mutual Fund Performance

JMABX performance across multiple time periods: 1-month -0.79%, YTD 0.38%, 1-year 3.91%, 3-year 6.27%, 5-year 1.17%.

JMABX returns outperform the peer average of 0.12% 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.