LNJIX Mutual Fund

NAV$11.58

Returns Overview

1 Month
+0.80%
3 Months
+2.60%
6 Months
+2.83%
YTD
+2.83%
1 Year
+7.49%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.40%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNJIX 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 Barclays New Jersey Municipal Bond Index(^BBNJMUB)
This Mutual Fund (YTD)
+2.83%
Peer Avg (YTD)
+1.79%
vs Peers
+1.04%

LNJIX Mutual Fund Performance

LNJIX performance across multiple time periods: 1-month 0.80%, YTD 2.83%, 1-year 7.49%, 3-year 4.32%, 5-year 1.40%, 10-year 2.43%.

LNJIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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