ISJSX Mutual Fund

ISJSX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
+2.24%
3 Months
+1.71%
6 Months
+7.86%
YTD
+11.96%
1 Year
+19.37%
3 Years (annualized)
+17.96%
5 Years (annualized)
+9.02%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJSX 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)
+11.96%
Peer Avg (YTD)
+8.76%
vs Peers
+3.20%

ISJSX Mutual Fund Performance

ISJSX performance across multiple time periods: 1-month 2.24%, YTD 11.96%, 1-year 19.37%, 3-year 17.96%, 5-year 9.02%, 10-year 11.06%.

ISJSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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