IJMSX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+4.60%
3 Months
+9.03%
6 Months
+11.19%
YTD
+10.25%
1 Year
+15.76%
3 Years (annualized)
+14.06%
5 Years (annualized)
+12.45%
10 Years (annualized)
+11.51%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+10.82%
vs Peers
-0.56%

IJMSX Mutual Fund Performance

IJMSX performance across multiple time periods: 1-month 4.60%, YTD 10.25%, 1-year 15.76%, 3-year 14.06%, 5-year 12.45%, 10-year 11.51%.

IJMSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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