JIYBX Mutual Fund

JIYBX Mutual Fund

NAV$20.71
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Returns Overview

1 Month
+0.73%
3 Months
-0.24%
6 Months
+1.12%
YTD
+4.47%
1 Year
+5.72%
3 Years (annualized)
+12.29%
5 Years (annualized)
+4.55%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIYBX 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
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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)
+4.47%
Peer Avg (YTD)
+14.77%
vs Peers
-10.30%

JIYBX Mutual Fund Performance

JIYBX performance across multiple time periods: 1-month 0.73%, YTD 4.47%, 1-year 5.72%, 3-year 12.29%, 5-year 4.55%, 10-year 5.85%.

JIYBX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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