ISJAX Mutual Fund

ISJAX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
+2.20%
3 Months
+1.66%
6 Months
+12.90%
YTD
+12.45%
1 Year
+19.09%
3 Years (annualized)
+19.53%
5 Years (annualized)
+9.78%
10 Years (annualized)
+11.31%

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)
+12.45%
Peer Avg (YTD)
+8.76%
vs Peers
+3.69%

ISJAX Mutual Fund Performance

ISJAX performance across multiple time periods: 1-month 2.20%, YTD 12.45%, 1-year 19.09%, 3-year 19.53%, 5-year 9.78%, 10-year 11.31%.

ISJAX returns outperform the peer average of 8.76% 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.