JMABX Mutual Fund

NAV$8.69

Returns Overview

1 Month
+0.12%
3 Months
+1.51%
6 Months
+1.07%
YTD
+1.18%
1 Year
+5.11%
3 Years (annualized)
+6.92%
5 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMABX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate Bond Index(^BBUCORPBI)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-2.05%

JMABX Mutual Fund Performance

JMABX performance across multiple time periods: 1-month 0.12%, YTD 1.18%, 1-year 5.11%, 3-year 6.92%, 5-year 1.60%.

JMABX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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