LNJIX Mutual Fund

LNJIX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
+3.20%
3 Months
-1.50%
6 Months
-1.73%
YTD
-0.29%
1 Year
+0.09%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.16%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays New Jersey Municipal Bond Index(^BBNJMUB)
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
-0.87%
vs Peers
+0.57%

LNJIX Mutual Fund Performance

LNJIX performance across multiple time periods: 1-month 3.20%, YTD -0.29%, 1-year 0.09%, 3-year 4.89%, 5-year 0.87%, 10-year 2.16%.

LNJIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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