IJSIX Mutual Fund

IJSIX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-3.38%
3 Months
+4.58%
6 Months
+9.14%
YTD
+13.51%
1 Year
+20.68%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.92%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJSIX 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)
+13.51%
Peer Avg (YTD)
+15.31%
vs Peers
-1.80%

IJSIX Mutual Fund Performance

IJSIX performance across multiple time periods: 1-month -3.38%, YTD 13.51%, 1-year 20.68%, 3-year 10.19%, 5-year 4.92%, 10-year 9.42%.

IJSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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