IJUL ETF

$36.99

Returns Overview

1 Month
+1.23%
3 Months
+7.02%
6 Months
+7.20%
YTD
+6.67%
1 Year
+12.74%
3 Years (annualized)
+11.01%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IJUL 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Total Return Index(^M2EA)
This ETF (YTD)
+6.67%
Peer Avg (YTD)
+12.13%
vs Peers
-5.46%

IJUL ETF Performance

IJUL performance across multiple time periods: 1-month 1.23%, YTD 6.67%, 1-year 12.74%, 3-year 11.01%, 5-year 8.02%.

IJUL returns trail the peer average of 12.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this ETF.

IJUL performance comparison shows side-by-side returns with another fund. IJUL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.23%N/A
3 Months+7.02%N/A
6 Months+7.20%N/A
1 Year+12.74%N/A
3 Years+11.01%N/A
5 Years+8.02%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized