JISCX Mutual Fund

JISCX Mutual Fund

NAV$26.44
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Returns Overview

1 Month
+4.05%
3 Months
-2.86%
6 Months
+2.11%
YTD
+12.45%
1 Year
+18.27%
3 Years (annualized)
+15.45%
5 Years (annualized)
+6.04%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISCX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.45%
Peer Avg (YTD)
+12.21%
vs Peers
+0.24%

JISCX Mutual Fund Performance

JISCX performance across multiple time periods: 1-month 4.05%, YTD 12.45%, 1-year 18.27%, 3-year 15.45%, 5-year 6.04%, 10-year 7.37%.

JISCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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