JOBYX Mutual Fund

JOBYX Mutual Fund

NAV$39.34
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Returns Overview

1 Month
-0.40%
3 Months
-0.33%
6 Months
+2.79%
YTD
+8.69%
1 Year
+10.66%
3 Years (annualized)
+18.66%
5 Years (annualized)
+7.91%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBYX 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)
+8.69%
Peer Avg (YTD)
+6.70%
vs Peers
+2.00%

JOBYX Mutual Fund Performance

JOBYX performance across multiple time periods: 1-month -0.40%, YTD 8.69%, 1-year 10.66%, 3-year 18.66%, 5-year 7.91%, 10-year 10.33%.

JOBYX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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