IJSIX Mutual Fund

IJSIX Mutual Fund

NAV$14.12
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Returns Overview

3 Months
+1.34%
6 Months
+8.31%
YTD
+13.51%
1 Year
+15.60%
3 Years (annualized)
+11.74%
5 Years (annualized)
+4.59%
10 Years (annualized)
+9.21%

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
PROUpgrade to run
📉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)
+15.20%
vs Peers
-1.68%

IJSIX Mutual Fund Performance

IJSIX performance across multiple time periods: YTD 13.51%, 1-year 15.60%, 3-year 11.74%, 5-year 4.59%, 10-year 9.21%.

IJSIX returns trail the peer average of 15.20% 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.