JABEX Mutual Fund

JABEX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-1.92%
3 Months
-1.33%
6 Months
+13.59%
YTD
+10.75%
1 Year
+14.49%
3 Years (annualized)
+17.61%
5 Years (annualized)
+8.09%

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
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
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+7.09%
vs Peers
+3.66%

JABEX Mutual Fund Performance

JABEX performance across multiple time periods: 1-month -1.92%, YTD 10.75%, 1-year 14.49%, 3-year 17.61%, 5-year 8.09%.

JABEX returns outperform the peer average of 7.09% 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.