JABOX Mutual Fund

JABOX Mutual Fund

NAV$11.77
See how much of JABOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.70%
3 Months
-3.97%
6 Months
-1.97%
YTD
-2.69%
1 Year
-2.38%
3 Years (annualized)
+3.61%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
-1.59%
vs Peers
-1.11%

JABOX Mutual Fund Performance

JABOX performance across multiple time periods: 1-month -2.70%, YTD -2.69%, 1-year -2.38%, 3-year 3.61%, 5-year -0.27%, 10-year 1.11%.

JABOX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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