JISDX Mutual Fund

NAV$12.17

Returns Overview

1 Month
+4.47%
3 Months
+15.62%
6 Months
+19.96%
YTD
+20.08%
1 Year
+19.46%
3 Years (annualized)
+12.57%
5 Years (annualized)
+9.97%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World exUSA Small Cap Index
This Mutual Fund (YTD)
+20.08%
Peer Avg (YTD)
+7.95%
vs Peers
+12.13%

JISDX Mutual Fund Performance

JISDX performance across multiple time periods: 1-month 4.47%, YTD 20.08%, 1-year 19.46%, 3-year 12.57%, 5-year 9.97%, 10-year 5.32%.

JISDX returns outperform the peer average of 7.95% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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