IJSTX Mutual Fund

IJSTX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
-5.47%
3 Months
-8.74%
6 Months
+8.94%
YTD
+7.01%
1 Year
+9.26%
3 Years (annualized)
+11.28%
5 Years (annualized)
+4.16%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJSTX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+10.34%
vs Peers
-3.33%

IJSTX Mutual Fund Performance

IJSTX performance across multiple time periods: 1-month -5.47%, YTD 7.01%, 1-year 9.26%, 3-year 11.28%, 5-year 4.16%, 10-year 8.90%.

IJSTX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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