JIMDX Mutual Fund

JIMDX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
+0.96%
3 Months
+0.46%
6 Months
+0.79%
YTD
+1.28%
1 Year
+2.16%
3 Years (annualized)
+4.72%
5 Years (annualized)
+2.18%
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)
+1.28%
Peer Avg (YTD)
+1.93%
vs Peers
-0.64%

JIMDX Mutual Fund Performance

JIMDX performance across multiple time periods: 1-month 0.96%, YTD 1.28%, 1-year 2.16%, 3-year 4.72%, 5-year 2.18%, 10-year 1.91%.

JIMDX returns trail the peer average of 1.93% 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.