JABEX Mutual Fund

JABEX Mutual Fund

NAV$16.12
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Returns Overview

1 Month
-1.53%
3 Months
-1.22%
6 Months
+2.09%
YTD
+9.06%
1 Year
+11.05%
3 Years (annualized)
+19.37%
5 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+14.77%
vs Peers
-5.71%

JABEX Mutual Fund Performance

JABEX performance across multiple time periods: 1-month -1.53%, YTD 9.06%, 1-year 11.05%, 3-year 19.37%, 5-year 7.18%.

JABEX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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