JISAX Mutual Fund

JISAX Mutual Fund

NAV$12.15
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+4.57%
3 Months
+15.87%
6 Months
+20.36%
YTD
+20.48%
1 Year
+20.27%
3 Years (annualized)
+13.37%
5 Years (annualized)
+10.75%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISAX 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
MSCI World exUSA Small Cap Index
This Mutual Fund (YTD)
+20.48%
Peer Avg (YTD)
+7.95%
vs Peers
+12.52%

JISAX Mutual Fund Performance

JISAX performance across multiple time periods: 1-month 4.57%, YTD 20.48%, 1-year 20.27%, 3-year 13.37%, 5-year 10.75%, 10-year 6.10%.

JISAX returns outperform the peer average of 7.95% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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