JEEDX Mutual Fund

NAV$19.63

Returns Overview

1 Month
+1.56%
3 Months
-0.69%
6 Months
+11.69%
YTD
+10.57%
1 Year
+19.07%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEEDX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+10.15%
vs Peers
+0.42%

JEEDX Mutual Fund Performance

JEEDX performance across multiple time periods: 1-month 1.56%, YTD 10.57%, 1-year 19.07%, 3-year 18.00%, 5-year 9.67%, 10-year 9.13%.

JEEDX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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