IJMSX Mutual Fund

IJMSX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+0.47%
3 Months
+7.16%
6 Months
-22.11%
YTD
+13.92%
1 Year
+14.47%
3 Years (annualized)
+2.46%
5 Years (annualized)
+1.02%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMSX 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)
+13.92%
Peer Avg (YTD)
+9.89%
vs Peers
+4.03%

IJMSX Mutual Fund Performance

IJMSX performance across multiple time periods: 1-month 0.47%, YTD 13.92%, 1-year 14.47%, 3-year 2.46%, 5-year 1.02%, 10-year 5.60%.

IJMSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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