JOBBX Mutual Fund

NAV$39.50

Returns Overview

1 Month
-0.13%
3 Months
+2.97%
6 Months
+6.30%
YTD
+9.00%
1 Year
+20.64%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.68%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBBX 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
JPM SMARTRETIREMENT BLEND 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+7.64%
vs Peers
+1.36%

JOBBX Mutual Fund Performance

JOBBX performance across multiple time periods: 1-month -0.13%, YTD 9.00%, 1-year 20.64%, 3-year 16.34%, 5-year 8.68%, 10-year 10.56%.

JOBBX returns outperform 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.

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