JABVX Mutual Fund

NAV$10.80

Returns Overview

1 Month
-3.57%
3 Months
-0.37%
6 Months
+4.35%
YTD
+9.87%
1 Year
+17.05%
3 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+8.97%
vs Peers
+0.90%

JABVX Mutual Fund Performance

JABVX performance across multiple time periods: 1-month -3.57%, YTD 9.87%, 1-year 17.05%, 3-year 13.25%.

JABVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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