JIISX Mutual Fund

JIISX Mutual Fund

NAV$87.70
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Returns Overview

1 Month
+2.29%
3 Months
+2.80%
6 Months
+11.65%
YTD
+9.33%
1 Year
+15.05%
3 Years (annualized)
+18.82%
5 Years (annualized)
+10.38%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIISX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+11.21%
vs Peers
-1.89%

JIISX Mutual Fund Performance

JIISX performance across multiple time periods: 1-month 2.29%, YTD 9.33%, 1-year 15.05%, 3-year 18.82%, 5-year 10.38%, 10-year 13.70%.

JIISX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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