JIRBX Mutual Fund

JIRBX Mutual Fund

NAV$20.81
See how much of JIRBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.86%
3 Months
+1.17%
6 Months
+3.03%
YTD
+4.27%
1 Year
+10.46%
3 Years (annualized)
+9.25%
5 Years (annualized)
+3.97%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIRBX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+6.99%
vs Peers
-2.72%

JIRBX Mutual Fund Performance

JIRBX performance across multiple time periods: 1-month -0.86%, YTD 4.27%, 1-year 10.46%, 3-year 9.25%, 5-year 3.97%, 10-year 5.01%.

JIRBX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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