JIBSX Mutual Fund

JIBSX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
+2.57%
3 Months
+0.06%
6 Months
-0.78%
YTD
-0.79%
1 Year
-0.46%
3 Years (annualized)
+5.55%
5 Years (annualized)
-0.44%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+0.72%
vs Peers
-1.51%

JIBSX Mutual Fund Performance

JIBSX performance across multiple time periods: 1-month 2.57%, YTD -0.79%, 1-year -0.46%, 3-year 5.55%, 5-year -0.44%, 10-year 1.56%.

JIBSX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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