JIBEX Mutual Fund

JIBEX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-0.48%
3 Months
-0.21%
6 Months
-0.08%
YTD
+0.13%
1 Year
+2.97%
3 Years (annualized)
+4.60%
5 Years (annualized)
+0.84%
10 Years (annualized)
+2.01%

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)
+0.13%
Peer Avg (YTD)
+0.12%
vs Peers
+0.01%

JIBEX Mutual Fund Performance

JIBEX performance across multiple time periods: 1-month -0.48%, YTD 0.13%, 1-year 2.97%, 3-year 4.60%, 5-year 0.84%, 10-year 2.01%.

JIBEX returns outperform the peer average of 0.12% 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.