JITZX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+2.19%
3 Months
+2.79%
6 Months
+2.91%
YTD
+2.95%
1 Year
+2.25%
3 Years (annualized)
+4.62%
5 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JITZX 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
Bloomberg US Municipal Index(BBGUSMI)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+1.27%
vs Peers
+1.68%

JITZX Mutual Fund Performance

JITZX performance across multiple time periods: 1-month 2.19%, YTD 2.95%, 1-year 2.25%, 3-year 4.62%, 5-year 1.00%.

JITZX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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