IJKBX Mutual Fund

IJKBX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
+1.04%
3 Months
+0.15%
6 Months
-0.36%
YTD
+4.79%
1 Year
+8.10%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.41%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJKBX 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
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📉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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+8.76%
vs Peers
-3.97%

IJKBX Mutual Fund Performance

IJKBX performance across multiple time periods: 1-month 1.04%, YTD 4.79%, 1-year 8.10%, 3-year 7.76%, 5-year 2.41%, 10-year 4.70%.

IJKBX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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