IJMAX Mutual Fund

IJMAX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+8.08%
3 Months
+1.32%
6 Months
-22.48%
YTD
+14.75%
1 Year
+17.93%
3 Years (annualized)
+16.46%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMAX 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
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📉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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.75%
Peer Avg (YTD)
+10.76%
vs Peers
+3.99%

IJMAX Mutual Fund Performance

IJMAX performance across multiple time periods: 1-month 8.08%, YTD 14.75%, 1-year 17.93%, 3-year 16.46%, 5-year 7.05%, 10-year 8.97%.

IJMAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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