ISJBX Mutual Fund

ISJBX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-0.09%
3 Months
+4.07%
6 Months
+8.29%
YTD
+9.55%
1 Year
+18.95%
3 Years (annualized)
+18.71%
5 Years (annualized)
+12.27%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJBX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.41%
vs Peers
+0.13%

ISJBX Mutual Fund Performance

ISJBX performance across multiple time periods: 1-month -0.09%, YTD 9.55%, 1-year 18.95%, 3-year 18.71%, 5-year 12.27%, 10-year 14.50%.

ISJBX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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