JIMEX Mutual Fund

JIMEX Mutual Fund

NAV$14.72
See how much of JIMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.80%
3 Months
-0.00%
6 Months
-0.31%
YTD
-0.08%
1 Year
+0.61%
3 Years (annualized)
+5.21%
5 Years (annualized)
+0.96%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIMEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital Intermediate US Government/Credit Index(BCLIUGCI)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+1.93%
vs Peers
-2.01%

JIMEX Mutual Fund Performance

JIMEX performance across multiple time periods: 1-month 1.80%, YTD -0.08%, 1-year 0.61%, 3-year 5.21%, 5-year 0.96%, 10-year 1.80%.

JIMEX 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.

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