JSIMX Mutual Fund

JSIMX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+1.04%
3 Months
+2.73%
6 Months
+3.52%
YTD
+5.23%
1 Year
+6.19%
3 Years (annualized)
+6.30%
5 Years (annualized)
+3.85%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSIMX 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)
+5.23%
Peer Avg (YTD)
+3.93%
vs Peers
+1.30%

JSIMX Mutual Fund Performance

JSIMX performance across multiple time periods: 1-month 1.04%, YTD 5.23%, 1-year 6.19%, 3-year 6.30%, 5-year 3.85%, 10-year 3.76%.

JSIMX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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