JBOIX Mutual Fund

NAV$9.19

Returns Overview

1 Month
+1.38%
3 Months
+1.26%
6 Months
+1.40%
YTD
+2.04%
1 Year
+5.63%
3 Years (annualized)
+1.00%
5 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBOIX 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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+22.72%
vs Peers
-20.68%

JBOIX Mutual Fund Performance

JBOIX performance across multiple time periods: 1-month 1.38%, YTD 2.04%, 1-year 5.63%, 3-year 1.00%, 5-year 0.39%.

JBOIX returns trail the peer average of 22.72% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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