HJIRX Mutual Fund

HJIRX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
+0.45%
3 Months
+16.27%
6 Months
+15.34%
YTD
+12.75%
1 Year
+28.98%
3 Years (annualized)
+21.05%
5 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJIRX 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
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+12.75%
Peer Avg (YTD)
+8.97%
vs Peers
+3.77%

HJIRX Mutual Fund Performance

HJIRX performance across multiple time periods: 1-month 0.45%, YTD 12.75%, 1-year 28.98%, 3-year 21.05%, 5-year 7.28%.

HJIRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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