JIJSX Mutual Fund

NAV$21.22
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Returns Overview

1 Month
+0.14%
3 Months
+6.21%
6 Months
+5.73%
YTD
+5.41%
1 Year
+12.26%
3 Years (annualized)
+10.59%
5 Years (annualized)
+4.79%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIJSX 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
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📉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

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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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+7.64%
vs Peers
-2.23%

JIJSX Mutual Fund Performance

JIJSX performance across multiple time periods: 1-month 0.14%, YTD 5.41%, 1-year 12.26%, 3-year 10.59%, 5-year 4.79%, 10-year 5.81%.

JIJSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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