JIIRX Mutual Fund

JIIRX Mutual Fund

NAV$16.94
See how much of JIIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.64%
3 Months
-0.59%
6 Months
+3.10%
YTD
+10.77%
1 Year
+13.02%
3 Years (annualized)
+20.40%
5 Years (annualized)
+8.36%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+6.20%
vs Peers
+4.57%

JIIRX Mutual Fund Performance

JIIRX performance across multiple time periods: 1-month -0.64%, YTD 10.77%, 1-year 13.02%, 3-year 20.40%, 5-year 8.36%, 10-year 11.32%.

JIIRX returns outperform the peer average of 6.20% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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