JABCX Mutual Fund

JABCX Mutual Fund

NAV$49.07
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Returns Overview

1 Month
-1.72%
3 Months
-0.55%
6 Months
+8.48%
YTD
+2.85%
1 Year
+4.40%
3 Years (annualized)
+12.66%
5 Years (annualized)
+5.90%
10 Years (annualized)
+9.44%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+4.96%
vs Peers
-2.12%

JABCX Mutual Fund Performance

JABCX performance across multiple time periods: 1-month -1.72%, YTD 2.85%, 1-year 4.40%, 3-year 12.66%, 5-year 5.90%, 10-year 9.44%.

JABCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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