JIMDX Mutual Fund

NAV$15.11

Returns Overview

1 Month
+0.13%
3 Months
+0.51%
6 Months
+0.83%
YTD
+0.83%
1 Year
+3.28%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Merrill Lynch 1-3 Year Government Corporate Index
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+3.23%
vs Peers
-2.40%

JIMDX Mutual Fund Performance

JIMDX performance across multiple time periods: 1-month 0.13%, YTD 0.83%, 1-year 3.28%, 3-year 4.73%, 5-year 1.97%.

JIMDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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