JIMDX Mutual Fund

JIMDX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-0.07%
3 Months
+0.06%
6 Months
-0.13%
YTD
+0.76%
1 Year
+2.28%
3 Years (annualized)
+4.45%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIMDX 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
Merrill Lynch 1-3 Year Government Corporate Index
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+2.15%
vs Peers
-1.40%

JIMDX Mutual Fund Performance

JIMDX performance across multiple time periods: 1-month -0.07%, YTD 0.76%, 1-year 2.28%, 3-year 4.45%, 5-year 1.94%, 10-year 1.91%.

JIMDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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