JILMX Mutual Fund

JILMX Mutual Fund

NAV$13.39
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Returns Overview

1 Month
-1.13%
3 Months
+1.26%
6 Months
+3.27%
YTD
+4.82%
1 Year
+10.60%
3 Years (annualized)
+9.18%
5 Years (annualized)
+4.19%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+3.39%
vs Peers
+1.43%

JILMX Mutual Fund Performance

JILMX performance across multiple time periods: 1-month -1.13%, YTD 4.82%, 1-year 10.60%, 3-year 9.18%, 5-year 4.19%, 10-year 5.23%.

JILMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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