JOBEX Mutual Fund

JOBEX Mutual Fund

NAV$40.02
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Returns Overview

1 Month
-0.63%
3 Months
+3.05%
6 Months
+6.70%
YTD
+8.90%
1 Year
+18.89%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.30%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBEX 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
JPM SMARTRETIREMENT BLEND 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+6.99%
vs Peers
+1.91%

JOBEX Mutual Fund Performance

JOBEX performance across multiple time periods: 1-month -0.63%, YTD 8.90%, 1-year 18.89%, 3-year 14.83%, 5-year 8.30%, 10-year 9.93%.

JOBEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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