JIBEX Mutual Fund

JIBEX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
+1.79%
3 Months
-0.04%
6 Months
-0.26%
YTD
+0.09%
1 Year
+0.74%
3 Years (annualized)
+5.36%
5 Years (annualized)
+1.11%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBEX 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
Barclays Capital Intermediate US Government/Credit Index(BCLIUGCI)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+0.72%
vs Peers
-0.64%

JIBEX Mutual Fund Performance

JIBEX performance across multiple time periods: 1-month 1.79%, YTD 0.09%, 1-year 0.74%, 3-year 5.36%, 5-year 1.11%, 10-year 2.04%.

JIBEX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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