IJKBX Mutual Fund

IJKBX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
-0.89%
3 Months
+0.99%
6 Months
+2.47%
YTD
+3.42%
1 Year
+8.38%
3 Years (annualized)
+7.88%
5 Years (annualized)
+2.90%
10 Years (annualized)
+4.86%

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)
+3.42%
Peer Avg (YTD)
+6.99%
vs Peers
-3.57%

IJKBX Mutual Fund Performance

IJKBX performance across multiple time periods: 1-month -0.89%, YTD 3.42%, 1-year 8.38%, 3-year 7.88%, 5-year 2.90%, 10-year 4.86%.

IJKBX returns trail the peer average of 6.99% 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.