ISJAX Mutual Fund

NAV$16.04

Returns Overview

1 Month
-0.12%
3 Months
+12.55%
6 Months
+10.48%
YTD
+9.84%
1 Year
+21.05%
3 Years (annualized)
+17.08%
5 Years (annualized)
+8.97%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISJAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+7.64%
vs Peers
+2.20%

ISJAX Mutual Fund Performance

ISJAX performance across multiple time periods: 1-month -0.12%, YTD 9.84%, 1-year 21.05%, 3-year 17.08%, 5-year 8.97%, 10-year 10.99%.

ISJAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

ISJAX performance comparison shows side-by-side returns with another fund. ISJAX alternatives are available in the Mutual Fund Screener.