JIBRX Mutual Fund

JIBRX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
-0.51%
3 Months
+2.26%
6 Months
+5.32%
YTD
+7.21%
1 Year
+14.97%
3 Years (annualized)
+11.67%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBRX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+5.54%
vs Peers
+1.67%

JIBRX Mutual Fund Performance

JIBRX performance across multiple time periods: 1-month -0.51%, YTD 7.21%, 1-year 14.97%, 3-year 11.67%, 5-year 5.90%, 10-year 7.72%.

JIBRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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