JIBEX Mutual Fund

JIBEX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
-1.93%
3 Months
-2.26%
6 Months
-1.89%
YTD
-1.67%
1 Year
-0.61%
3 Years (annualized)
+4.57%
5 Years (annualized)
+0.82%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBEX 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
Barclays Capital Intermediate US Government/Credit Index(BCLIUGCI)
This Mutual Fund (YTD)
-1.67%
Peer Avg (YTD)
+0.50%
vs Peers
-2.17%

JIBEX Mutual Fund Performance

JIBEX performance across multiple time periods: 1-month -1.93%, YTD -1.67%, 1-year -0.61%, 3-year 4.57%, 5-year 0.82%, 10-year 1.98%.

JIBEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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