ISJIX Mutual Fund

ISJIX Mutual Fund

NAV$16.78
See how much of ISJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.66%
3 Months
+0.19%
6 Months
+5.59%
YTD
+3.10%
1 Year
+14.13%
3 Years (annualized)
+15.62%
5 Years (annualized)
+7.84%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+7.10%
vs Peers
-4.00%

ISJIX Mutual Fund Performance

ISJIX performance across multiple time periods: 1-month -1.66%, YTD 3.10%, 1-year 14.13%, 3-year 15.62%, 5-year 7.84%, 10-year 10.59%.

ISJIX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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