JIHIX Mutual Fund

NAV$18.22

Returns Overview

1 Month
+1.11%
3 Months
+5.54%
6 Months
+13.97%
YTD
+14.11%
1 Year
+12.70%
3 Years (annualized)
+10.93%
5 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+14.11%
Peer Avg (YTD)
+2.07%
vs Peers
+12.04%

JIHIX Mutual Fund Performance

JIHIX performance across multiple time periods: 1-month 1.11%, YTD 14.11%, 1-year 12.70%, 3-year 10.93%, 5-year 7.81%.

JIHIX returns outperform the peer average of 2.07% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JIHIX performance comparison shows side-by-side returns with another fund. JIHIX alternatives are available in the Mutual Fund Screener.