GIJAX Mutual Fund

GIJAX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
+0.90%
3 Months
+2.63%
6 Months
+2.42%
YTD
+2.33%
1 Year
+8.14%
3 Years (annualized)
+4.14%
5 Years (annualized)
-0.04%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIJAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+1.79%
vs Peers
+0.54%

GIJAX Mutual Fund Performance

GIJAX performance across multiple time periods: 1-month 0.90%, YTD 2.33%, 1-year 8.14%, 3-year 4.14%, 5-year -0.04%, 10-year 1.59%.

GIJAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

GIJAX performance comparison shows side-by-side returns with another fund. GIJAX alternatives are available in the Mutual Fund Screener.