JIBOX Mutual Fund

JIBOX Mutual Fund

NAV$13.99
See how much of JIBOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.58%
3 Months
+2.25%
6 Months
+5.22%
YTD
+7.19%
1 Year
+14.84%
3 Years (annualized)
+11.59%
5 Years (annualized)
+5.84%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+5.54%
vs Peers
+1.65%

JIBOX Mutual Fund Performance

JIBOX performance across multiple time periods: 1-month -0.58%, YTD 7.19%, 1-year 14.84%, 3-year 11.59%, 5-year 5.84%, 10-year 7.50%.

JIBOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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