JIIRX Mutual Fund

JIIRX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-0.52%
3 Months
+3.71%
6 Months
+8.52%
YTD
+11.42%
1 Year
+22.55%
3 Years (annualized)
+16.10%
5 Years (annualized)
+9.19%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIIRX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+6.57%
vs Peers
+4.85%

JIIRX Mutual Fund Performance

JIIRX performance across multiple time periods: 1-month -0.52%, YTD 11.42%, 1-year 22.55%, 3-year 16.10%, 5-year 9.19%, 10-year 11.25%.

JIIRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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