IJMSX Mutual Fund

IJMSX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+8.12%
3 Months
+1.40%
6 Months
-21.08%
YTD
+14.97%
1 Year
+18.21%
3 Years (annualized)
+16.75%
5 Years (annualized)
+7.32%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJMSX 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)
+14.97%
Peer Avg (YTD)
+10.76%
vs Peers
+4.21%

IJMSX Mutual Fund Performance

IJMSX performance across multiple time periods: 1-month 8.12%, YTD 14.97%, 1-year 18.21%, 3-year 16.75%, 5-year 7.32%, 10-year 9.24%.

IJMSX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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