JIIOX Mutual Fund

JIIOX Mutual Fund

NAV$17.20
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Returns Overview

1 Month
-2.24%
3 Months
-0.64%
6 Months
+12.71%
YTD
+11.23%
1 Year
+11.54%
3 Years (annualized)
+16.92%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIIOX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+6.10%
vs Peers
+5.13%

JIIOX Mutual Fund Performance

JIIOX performance across multiple time periods: 1-month -2.24%, YTD 11.23%, 1-year 11.54%, 3-year 16.92%, 5-year 9.49%, 10-year 11.94%.

JIIOX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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