JILBX Mutual Fund

JILBX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
+1.58%
3 Months
+0.65%
6 Months
+4.71%
YTD
+8.69%
1 Year
+13.91%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.17%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILBX 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)
+8.69%
Peer Avg (YTD)
+6.28%
vs Peers
+2.41%

JILBX Mutual Fund Performance

JILBX performance across multiple time periods: 1-month 1.58%, YTD 8.69%, 1-year 13.91%, 3-year 8.55%, 5-year 3.17%, 10-year 6.82%.

JILBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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