IJMAX Mutual Fund

NAV$11.36

Returns Overview

1 Month
+4.53%
3 Months
+8.86%
6 Months
+11.04%
YTD
+10.06%
1 Year
+15.44%
3 Years (annualized)
+13.81%
5 Years (annualized)
+12.30%
10 Years (annualized)
+11.29%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.06%
Peer Avg (YTD)
+10.82%
vs Peers
-0.76%

IJMAX Mutual Fund Performance

IJMAX performance across multiple time periods: 1-month 4.53%, YTD 10.06%, 1-year 15.44%, 3-year 13.81%, 5-year 12.30%, 10-year 11.29%.

IJMAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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