IJPMX Mutual Fund

IJPMX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
+2.00%
3 Months
+5.53%
6 Months
+9.54%
YTD
+12.36%
1 Year
+16.50%
3 Years (annualized)
+11.69%
5 Years (annualized)
+7.50%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJPMX 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)
+12.36%
Peer Avg (YTD)
+9.54%
vs Peers
+2.82%

IJPMX Mutual Fund Performance

IJPMX performance across multiple time periods: 1-month 2.00%, YTD 12.36%, 1-year 16.50%, 3-year 11.69%, 5-year 7.50%, 10-year 8.72%.

IJPMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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