JIIRX Mutual Fund

NAV$17.57

Returns Overview

1 Month
+0.18%
3 Months
+13.42%
6 Months
+12.89%
YTD
+12.01%
1 Year
+24.30%
3 Years (annualized)
+17.69%
5 Years (annualized)
+10.43%
10 Years (annualized)
+12.04%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+6.73%
vs Peers
+5.28%

JIIRX Mutual Fund Performance

JIIRX performance across multiple time periods: 1-month 0.18%, YTD 12.01%, 1-year 24.30%, 3-year 17.69%, 5-year 10.43%, 10-year 12.04%.

JIIRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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