JIBBX Mutual Fund

NAV$20.83

Returns Overview

1 Month
-0.43%
3 Months
+1.21%
6 Months
+3.22%
YTD
+4.67%
1 Year
+12.47%
3 Years (annualized)
+10.75%
5 Years (annualized)
+4.94%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+7.64%
vs Peers
-2.97%

JIBBX Mutual Fund Performance

JIBBX performance across multiple time periods: 1-month -0.43%, YTD 4.67%, 1-year 12.47%, 3-year 10.75%, 5-year 4.94%, 10-year 5.97%.

JIBBX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

JIBBX performance comparison shows side-by-side returns with another fund. JIBBX alternatives are available in the Mutual Fund Screener.