IJMSX Mutual Fund

IJMSX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-6.66%
3 Months
-29.43%
6 Months
-23.06%
YTD
-22.19%
1 Year
-20.98%
3 Years (annualized)
+2.46%
5 Years (annualized)
+1.02%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMSX 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)
-22.19%
Peer Avg (YTD)
+6.72%
vs Peers
-28.91%

IJMSX Mutual Fund Performance

IJMSX performance across multiple time periods: 1-month -6.66%, YTD -22.19%, 1-year -20.98%, 3-year 2.46%, 5-year 1.02%, 10-year 5.60%.

IJMSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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