JABNX Mutual Fund

NAV$49.66

Returns Overview

1 Month
+0.34%
3 Months
+9.35%
6 Months
+4.01%
YTD
+3.92%
1 Year
+11.03%
3 Years (annualized)
+13.56%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABNX 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)
+3.92%
Peer Avg (YTD)
+5.87%
vs Peers
-1.94%

JABNX Mutual Fund Performance

JABNX performance across multiple time periods: 1-month 0.34%, YTD 3.92%, 1-year 11.03%, 3-year 13.56%, 5-year 7.59%, 10-year 10.63%.

JABNX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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