JIMIX Mutual Fund

JIMIX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
-0.54%
3 Months
+0.05%
6 Months
-0.06%
YTD
+0.56%
1 Year
+2.25%
3 Years (annualized)
+3.05%
5 Years (annualized)
+1.01%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIMIX 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
BLOOMBERG US 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+0.23%
vs Peers
+0.33%

JIMIX Mutual Fund Performance

JIMIX performance across multiple time periods: 1-month -0.54%, YTD 0.56%, 1-year 2.25%, 3-year 3.05%, 5-year 1.01%, 10-year 1.53%.

JIMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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