JABMX Mutual Fund

JABMX Mutual Fund

NAV$13.66
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Returns Overview

1 Month
-2.38%
3 Months
-1.39%
6 Months
+6.97%
YTD
+6.11%
1 Year
+8.68%
3 Years (annualized)
+12.69%
5 Years (annualized)
+5.52%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABMX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+4.96%
vs Peers
+1.15%

JABMX Mutual Fund Performance

JABMX performance across multiple time periods: 1-month -2.38%, YTD 6.11%, 1-year 8.68%, 3-year 12.69%, 5-year 5.52%, 10-year 7.35%.

JABMX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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