JIIOX Mutual Fund

NAV$17.38

Returns Overview

1 Month
+0.12%
3 Months
+13.30%
6 Months
+12.63%
YTD
+11.75%
1 Year
+20.19%
3 Years (annualized)
+16.33%
5 Years (annualized)
+9.65%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIIOX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+6.73%
vs Peers
+5.02%

JIIOX Mutual Fund Performance

JIIOX performance across multiple time periods: 1-month 0.12%, YTD 11.75%, 1-year 20.19%, 3-year 16.33%, 5-year 9.65%, 10-year 12.20%.

JIIOX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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