LNJIX Mutual Fund

LNJIX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+3.53%
3 Months
-1.18%
6 Months
-1.41%
YTD
+0.03%
1 Year
+0.42%
3 Years (annualized)
+5.00%
5 Years (annualized)
+0.94%
10 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNJIX 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
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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
Bloomberg Barclays New Jersey Municipal Bond Index(^BBNJMUB)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.07%
vs Peers
-0.04%

LNJIX Mutual Fund Performance

LNJIX performance across multiple time periods: 1-month 3.53%, YTD 0.03%, 1-year 0.42%, 3-year 5.00%, 5-year 0.94%, 10-year 2.19%.

LNJIX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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