JOBEX Mutual Fund

JOBEX Mutual Fund

NAV$40.55
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Returns Overview

1 Month
+0.18%
3 Months
+11.43%
6 Months
+10.29%
YTD
+9.59%
1 Year
+20.46%
3 Years (annualized)
+16.17%
5 Years (annualized)
+8.51%
10 Years (annualized)
+10.39%

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)
+9.59%
Peer Avg (YTD)
+7.64%
vs Peers
+1.95%

JOBEX Mutual Fund Performance

JOBEX performance across multiple time periods: 1-month 0.18%, YTD 9.59%, 1-year 20.46%, 3-year 16.17%, 5-year 8.51%, 10-year 10.39%.

JOBEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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