IJMIX Mutual Fund

IJMIX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
-6.60%
3 Months
-4.31%
6 Months
-22.29%
YTD
-21.38%
1 Year
+7.38%
3 Years (annualized)
+3.02%
5 Years (annualized)
+1.45%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMIX 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
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📉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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-21.38%
Peer Avg (YTD)
+6.73%
vs Peers
-28.11%

IJMIX Mutual Fund Performance

IJMIX performance across multiple time periods: 1-month -6.60%, YTD -21.38%, 1-year 7.38%, 3-year 3.02%, 5-year 1.45%, 10-year 5.95%.

IJMIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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