IJSAX Mutual Fund

IJSAX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
+4.86%
3 Months
+19.30%
6 Months
+18.25%
YTD
+17.23%
1 Year
+25.83%
3 Years (annualized)
+12.52%
5 Years (annualized)
+10.02%
10 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJSAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.23%
Peer Avg (YTD)
+18.52%
vs Peers
-1.29%

IJSAX Mutual Fund Performance

IJSAX performance across multiple time periods: 1-month 4.86%, YTD 17.23%, 1-year 25.83%, 3-year 12.52%, 5-year 10.02%, 10-year 13.63%.

IJSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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