ISJIX Mutual Fund

ISJIX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+2.22%
3 Months
+1.76%
6 Months
+0.96%
YTD
+12.87%
1 Year
+19.74%
3 Years (annualized)
+15.62%
5 Years (annualized)
+7.84%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJIX 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)
+12.87%
Peer Avg (YTD)
+8.76%
vs Peers
+4.11%

ISJIX Mutual Fund Performance

ISJIX performance across multiple time periods: 1-month 2.22%, YTD 12.87%, 1-year 19.74%, 3-year 15.62%, 5-year 7.84%, 10-year 10.59%.

ISJIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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