HJIRX Mutual Fund

HJIRX Mutual Fund

NAV$18.50
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Returns Overview

1 Month
-3.96%
3 Months
-6.97%
6 Months
+8.16%
YTD
+4.88%
1 Year
+10.65%
3 Years (annualized)
+20.53%
5 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJIRX 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
MSCI ACWI ex USA Net Index(^MSCIACWIUSANI)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+8.68%
vs Peers
-3.80%

HJIRX Mutual Fund Performance

HJIRX performance across multiple time periods: 1-month -3.96%, YTD 4.88%, 1-year 10.65%, 3-year 20.53%, 5-year 5.78%.

HJIRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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