IJUL ETF

IJUL ETF
$36.31
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Returns Overview

1 Month
+1.36%
3 Months
+4.46%
6 Months
+6.11%
YTD
+8.12%
1 Year
+15.91%
3 Years (annualized)
+11.03%
5 Years (annualized)
+8.20%

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
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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
MSCI EAFE Total Return Index(^M2EA)
This ETF (YTD)
+8.12%
Peer Avg (YTD)
-0.65%
vs Peers
+8.77%

IJUL ETF Performance

IJUL performance across multiple time periods: 1-month 1.36%, YTD 8.12%, 1-year 15.91%, 3-year 11.03%, 5-year 8.20%.

IJUL returns outperform the peer average of -0.65% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.36%N/A
3 Months+4.46%N/A
6 Months+6.11%N/A
1 Year+15.91%N/A
3 Years+11.03%N/A
5 Years+8.20%N/A

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