JABWX Mutual Fund

JABWX Mutual Fund

NAV$11.80
See how much of JABWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.67%
3 Months
-3.78%
6 Months
-1.59%
YTD
-2.21%
1 Year
-1.71%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABWX 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)
-2.21%
Peer Avg (YTD)
-1.59%
vs Peers
-0.63%

JABWX Mutual Fund Performance

JABWX performance across multiple time periods: 1-month -2.67%, YTD -2.21%, 1-year -1.71%, 3-year 4.42%, 5-year 0.50%, 10-year 1.86%.

JABWX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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