IJMAX Mutual Fund

IJMAX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
+2.00%
3 Months
+5.45%
6 Months
+9.45%
YTD
+12.26%
1 Year
+16.38%
3 Years (annualized)
+11.56%
5 Years (annualized)
+7.39%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMAX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+9.54%
vs Peers
+2.72%

IJMAX Mutual Fund Performance

IJMAX performance across multiple time periods: 1-month 2.00%, YTD 12.26%, 1-year 16.38%, 3-year 11.56%, 5-year 7.39%, 10-year 8.61%.

IJMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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