JIBCX Mutual Fund

JIBCX Mutual Fund

NAV$67.76
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Returns Overview

1 Month
+3.34%
3 Months
-3.59%
6 Months
+8.73%
YTD
+2.16%
1 Year
+7.28%
3 Years (annualized)
+28.10%
5 Years (annualized)
+16.29%
10 Years (annualized)
+23.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+8.51%
vs Peers
-6.35%

JIBCX Mutual Fund Performance

JIBCX performance across multiple time periods: 1-month 3.34%, YTD 2.16%, 1-year 7.28%, 3-year 28.10%, 5-year 16.29%, 10-year 23.88%.

JIBCX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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