IJSTX Mutual Fund

IJSTX Mutual Fund

NAV$13.04
See how much of IJSTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.24%
6 Months
+8.08%
YTD
+13.21%
1 Year
+15.16%
3 Years (annualized)
+11.28%
5 Years (annualized)
+4.16%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJSTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.21%
Peer Avg (YTD)
+15.20%
vs Peers
-1.99%

IJSTX Mutual Fund Performance

IJSTX performance across multiple time periods: YTD 13.21%, 1-year 15.16%, 3-year 11.28%, 5-year 4.16%, 10-year 8.90%.

IJSTX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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