JIRBX Mutual Fund

JIRBX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-2.15%
3 Months
-1.91%
6 Months
+4.06%
YTD
+3.17%
1 Year
+5.31%
3 Years (annualized)
+10.17%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIRBX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+7.09%
vs Peers
-3.92%

JIRBX Mutual Fund Performance

JIRBX performance across multiple time periods: 1-month -2.15%, YTD 3.17%, 1-year 5.31%, 3-year 10.17%, 5-year 4.05%, 10-year 5.07%.

JIRBX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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