JABKX Mutual Fund

JABKX Mutual Fund

NAV$12.05
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Returns Overview

1 Month
-2.43%
3 Months
-1.79%
6 Months
+3.98%
YTD
+3.37%
1 Year
+5.34%
3 Years (annualized)
+9.94%
5 Years (annualized)
+3.94%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+2.46%
vs Peers
+0.92%

JABKX Mutual Fund Performance

JABKX performance across multiple time periods: 1-month -2.43%, YTD 3.37%, 1-year 5.34%, 3-year 9.94%, 5-year 3.94%, 10-year 5.46%.

JABKX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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