JABCX Mutual Fund

NAV$49.72

Returns Overview

1 Month
+0.25%
3 Months
+9.08%
6 Months
+3.51%
YTD
+3.42%
1 Year
+9.93%
3 Years (annualized)
+12.39%
5 Years (annualized)
+6.48%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABCX 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

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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)
+3.42%
Peer Avg (YTD)
+5.87%
vs Peers
-2.45%

JABCX Mutual Fund Performance

JABCX performance across multiple time periods: 1-month 0.25%, YTD 3.42%, 1-year 9.93%, 3-year 12.39%, 5-year 6.48%, 10-year 9.48%.

JABCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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