JISCX Mutual Fund

NAV$27.29

Returns Overview

1 Month
+2.25%
3 Months
+6.89%
6 Months
+11.84%
YTD
+17.17%
1 Year
+28.83%
3 Years (annualized)
+10.91%
5 Years (annualized)
+5.79%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JISCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.17%
Peer Avg (YTD)
+18.52%
vs Peers
-1.35%

JISCX Mutual Fund Performance

JISCX performance across multiple time periods: 1-month 2.25%, YTD 17.17%, 1-year 28.83%, 3-year 10.91%, 5-year 5.79%, 10-year 9.13%.

JISCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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