JABAX Mutual Fund

NAV$49.61

Returns Overview

1 Month
+0.30%
3 Months
+9.27%
6 Months
+3.88%
YTD
+3.77%
1 Year
+10.75%
3 Years (annualized)
+13.28%
5 Years (annualized)
+7.33%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABAX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+5.87%
vs Peers
-2.10%

JABAX Mutual Fund Performance

JABAX performance across multiple time periods: 1-month 0.30%, YTD 3.77%, 1-year 10.75%, 3-year 13.28%, 5-year 7.33%, 10-year 10.37%.

JABAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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