JOBEX Mutual Fund

JOBEX Mutual Fund

NAV$39.87
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Returns Overview

1 Month
-1.84%
3 Months
-0.58%
6 Months
+10.79%
YTD
+8.96%
1 Year
+12.70%
3 Years (annualized)
+16.54%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBEX 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
JPM SMARTRETIREMENT BLEND 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+7.09%
vs Peers
+1.87%

JOBEX Mutual Fund Performance

JOBEX performance across multiple time periods: 1-month -1.84%, YTD 8.96%, 1-year 12.70%, 3-year 16.54%, 5-year 8.30%, 10-year 10.13%.

JOBEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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