JTBIX Mutual Fund

JTBIX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-2.24%
3 Months
-1.98%
6 Months
+7.79%
YTD
+6.30%
1 Year
+8.95%
3 Years (annualized)
+12.73%
5 Years (annualized)
+5.51%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTBIX 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)
+6.30%
Peer Avg (YTD)
+4.96%
vs Peers
+1.33%

JTBIX Mutual Fund Performance

JTBIX performance across multiple time periods: 1-month -2.24%, YTD 6.30%, 1-year 8.95%, 3-year 12.73%, 5-year 5.51%, 10-year 7.99%.

JTBIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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