JILMX Mutual Fund

JILMX Mutual Fund

NAV$12.98
See how much of JILMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.20%
3 Months
-2.06%
6 Months
+4.88%
YTD
+3.83%
1 Year
+2.27%
3 Years (annualized)
+8.45%
5 Years (annualized)
+2.95%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILMX 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
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+2.46%
vs Peers
+1.38%

JILMX Mutual Fund Performance

JILMX performance across multiple time periods: 1-month -2.20%, YTD 3.83%, 1-year 2.27%, 3-year 8.45%, 5-year 2.95%, 10-year 5.32%.

JILMX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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