JEEIX Mutual Fund

JEEIX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+0.87%
3 Months
-1.93%
6 Months
+5.98%
YTD
+12.57%
1 Year
+21.41%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.54%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEEIX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.57%
Peer Avg (YTD)
+8.19%
vs Peers
+4.38%

JEEIX Mutual Fund Performance

JEEIX performance across multiple time periods: 1-month 0.87%, YTD 12.57%, 1-year 21.41%, 3-year 17.75%, 5-year 9.54%, 10-year 9.01%.

JEEIX returns outperform the peer average of 8.19% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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