JIYBX Mutual Fund

JIYBX Mutual Fund

NAV$20.80
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Returns Overview

1 Month
-2.09%
3 Months
-1.71%
6 Months
+4.50%
YTD
+3.71%
1 Year
+6.10%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.84%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIYBX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+7.09%
vs Peers
-3.37%

JIYBX Mutual Fund Performance

JIYBX performance across multiple time periods: 1-month -2.09%, YTD 3.71%, 1-year 6.10%, 3-year 10.99%, 5-year 4.84%, 10-year 5.92%.

JIYBX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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