JISZX Mutual Fund

JISZX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
+1.24%
3 Months
+2.71%
6 Months
+3.30%
YTD
+4.89%
1 Year
+5.60%
3 Years (annualized)
+5.54%
5 Years (annualized)
+3.12%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISZX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+3.93%
vs Peers
+0.96%

JISZX Mutual Fund Performance

JISZX performance across multiple time periods: 1-month 1.24%, YTD 4.89%, 1-year 5.60%, 3-year 5.54%, 5-year 3.12%, 10-year 3.03%.

JISZX returns outperform the peer average of 3.93% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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