JIBOX Mutual Fund

JIBOX Mutual Fund

NAV$13.64
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Returns Overview

1 Month
-2.36%
3 Months
-1.30%
6 Months
+7.17%
YTD
+6.41%
1 Year
+9.09%
3 Years (annualized)
+13.11%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIBOX 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)
+6.41%
Peer Avg (YTD)
+4.96%
vs Peers
+1.45%

JIBOX Mutual Fund Performance

JIBOX performance across multiple time periods: 1-month -2.36%, YTD 6.41%, 1-year 9.09%, 3-year 13.11%, 5-year 5.91%, 10-year 7.66%.

JIBOX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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