JABTX Mutual Fund

JABTX Mutual Fund

NAV$11.81
See how much of JABTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.60%
3 Months
-3.71%
6 Months
-1.47%
YTD
-2.03%
1 Year
-1.46%
3 Years (annualized)
+4.65%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABTX 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)
-2.03%
Peer Avg (YTD)
-1.59%
vs Peers
-0.44%

JABTX Mutual Fund Performance

JABTX performance across multiple time periods: 1-month -2.60%, YTD -2.03%, 1-year -1.46%, 3-year 4.65%, 5-year 0.74%, 10-year 2.09%.

JABTX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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