JOBYX Mutual Fund

JOBYX Mutual Fund

NAV$39.87
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Returns Overview

1 Month
-1.81%
3 Months
-0.53%
6 Months
+10.91%
YTD
+9.14%
1 Year
+12.99%
3 Years (annualized)
+16.83%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBYX 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)
+9.14%
Peer Avg (YTD)
+7.09%
vs Peers
+2.05%

JOBYX Mutual Fund Performance

JOBYX performance across multiple time periods: 1-month -1.81%, YTD 9.14%, 1-year 12.99%, 3-year 16.83%, 5-year 8.57%, 10-year 10.41%.

JOBYX returns outperform 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.

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