JIIRX Mutual Fund

JIIRX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-2.23%
3 Months
-0.47%
6 Months
+12.89%
YTD
+11.49%
1 Year
+20.89%
3 Years (annualized)
+21.58%
5 Years (annualized)
+15.21%
10 Years (annualized)
+18.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIIRX 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)
+11.49%
Peer Avg (YTD)
+6.10%
vs Peers
+5.39%

JIIRX Mutual Fund Performance

JIIRX performance across multiple time periods: 1-month -2.23%, YTD 11.49%, 1-year 20.89%, 3-year 21.58%, 5-year 15.21%, 10-year 18.02%.

JIIRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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