ISJAX Mutual Fund

ISJAX Mutual Fund

NAV$16.16
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Returns Overview

1 Month
-0.42%
3 Months
+3.51%
6 Months
+7.08%
YTD
+9.38%
1 Year
+19.54%
3 Years (annualized)
+15.72%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJAX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+6.99%
vs Peers
+2.39%

ISJAX Mutual Fund Performance

ISJAX performance across multiple time periods: 1-month -0.42%, YTD 9.38%, 1-year 19.54%, 3-year 15.72%, 5-year 8.77%, 10-year 10.54%.

ISJAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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