JIMEX Mutual Fund

JIMEX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
-1.96%
3 Months
-2.30%
6 Months
-1.97%
YTD
-1.85%
1 Year
-0.78%
3 Years (annualized)
+4.52%
5 Years (annualized)
+0.73%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIMEX 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
Barclays Capital Intermediate US Government/Credit Index(BCLIUGCI)
This Mutual Fund (YTD)
-1.85%
Peer Avg (YTD)
+0.50%
vs Peers
-2.35%

JIMEX Mutual Fund Performance

JIMEX performance across multiple time periods: 1-month -1.96%, YTD -1.85%, 1-year -0.78%, 3-year 4.52%, 5-year 0.73%, 10-year 1.80%.

JIMEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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