JTBIX Mutual Fund

JTBIX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
-1.35%
3 Months
+1.90%
6 Months
+4.83%
YTD
+6.97%
1 Year
+14.22%
3 Years (annualized)
+11.31%
5 Years (annualized)
+5.43%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTBIX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+5.54%
vs Peers
+1.43%

JTBIX Mutual Fund Performance

JTBIX performance across multiple time periods: 1-month -1.35%, YTD 6.97%, 1-year 14.22%, 3-year 11.31%, 5-year 5.43%, 10-year 7.88%.

JTBIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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