JIRBX Mutual Fund

NAV$20.74

Returns Overview

1 Month
+0.14%
3 Months
+6.09%
6 Months
+5.50%
YTD
+5.18%
1 Year
+11.76%
3 Years (annualized)
+10.05%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIRBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+7.64%
vs Peers
-2.46%

JIRBX Mutual Fund Performance

JIRBX performance across multiple time periods: 1-month 0.14%, YTD 5.18%, 1-year 11.76%, 3-year 10.05%, 5-year 4.27%, 10-year 5.23%.

JIRBX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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