JOBBX Mutual Fund

JOBBX Mutual Fund

NAV$40.07
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Returns Overview

1 Month
+1.92%
3 Months
+1.49%
6 Months
+6.99%
YTD
+11.09%
1 Year
+18.17%
3 Years (annualized)
+16.71%
5 Years (annualized)
+8.46%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBBX 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
JPM SMARTRETIREMENT BLEND 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+8.76%
vs Peers
+2.33%

JOBBX Mutual Fund Performance

JOBBX performance across multiple time periods: 1-month 1.92%, YTD 11.09%, 1-year 18.17%, 3-year 16.71%, 5-year 8.46%, 10-year 10.30%.

JOBBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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