JIBRX Mutual Fund

JIBRX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+1.61%
3 Months
+1.27%
6 Months
+4.93%
YTD
+8.93%
1 Year
+14.11%
3 Years (annualized)
+13.12%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.12%

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
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📉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)
+8.93%
Peer Avg (YTD)
+6.28%
vs Peers
+2.64%

JIBRX Mutual Fund Performance

JIBRX performance across multiple time periods: 1-month 1.61%, YTD 8.93%, 1-year 14.11%, 3-year 13.12%, 5-year 5.97%, 10-year 8.12%.

JIBRX returns outperform the peer average of 6.28% 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.