IJMIX Mutual Fund

NAV$12.53

Returns Overview

1 Month
+4.61%
3 Months
+9.08%
6 Months
+11.34%
YTD
+10.35%
1 Year
+16.06%
3 Years (annualized)
+12.47%
5 Years (annualized)
+7.58%
10 Years (annualized)
+9.20%

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
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)
+10.35%
Peer Avg (YTD)
+10.82%
vs Peers
-0.47%

IJMIX Mutual Fund Performance

IJMIX performance across multiple time periods: 1-month 4.61%, YTD 10.35%, 1-year 16.06%, 3-year 12.47%, 5-year 7.58%, 10-year 9.20%.

IJMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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