JIBEX Mutual Fund

JIBEX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
-0.21%
3 Months
-0.56%
6 Months
-1.50%
YTD
-0.08%
1 Year
+1.45%
3 Years (annualized)
+4.57%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.98%

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)
-0.08%
Peer Avg (YTD)
+2.15%
vs Peers
-2.23%

JIBEX Mutual Fund Performance

JIBEX performance across multiple time periods: 1-month -0.21%, YTD -0.08%, 1-year 1.45%, 3-year 4.57%, 5-year 0.82%, 10-year 1.98%.

JIBEX returns trail the peer average of 2.15% 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.