JIMFX Mutual Fund

JIMFX Mutual Fund

NAV$14.10
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Returns Overview

1 Month
-2.78%
3 Months
-3.72%
6 Months
-3.21%
YTD
-3.16%
1 Year
-2.19%
3 Years (annualized)
+4.04%
5 Years (annualized)
-0.61%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.16%
Peer Avg (YTD)
+0.50%
vs Peers
-3.66%

JIMFX Mutual Fund Performance

JIMFX performance across multiple time periods: 1-month -2.78%, YTD -3.16%, 1-year -2.19%, 3-year 4.04%, 5-year -0.61%, 10-year 1.32%.

JIMFX 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.

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