IJMIX Mutual Fund

IJMIX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+1.99%
3 Months
+5.59%
6 Months
+9.76%
YTD
+13.55%
1 Year
+16.93%
3 Years (annualized)
+12.14%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMIX 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)
+13.55%
Peer Avg (YTD)
+9.54%
vs Peers
+4.01%

IJMIX Mutual Fund Performance

IJMIX performance across multiple time periods: 1-month 1.99%, YTD 13.55%, 1-year 16.93%, 3-year 12.14%, 5-year 7.92%, 10-year 9.15%.

IJMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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