JIEIX Mutual Fund

JIEIX Mutual Fund

NAV$29.47
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Returns Overview

1 Month
+2.18%
3 Months
+2.66%
6 Months
+2.07%
YTD
+3.54%
1 Year
+8.90%
3 Years (annualized)
+4.33%
5 Years (annualized)
+5.52%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIEIX 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 ex US Index
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+1.65%
vs Peers
+1.89%

JIEIX Mutual Fund Performance

JIEIX performance across multiple time periods: 1-month 2.18%, YTD 3.54%, 1-year 8.90%, 3-year 4.33%, 5-year 5.52%, 10-year 3.63%.

JIEIX returns outperform the peer average of 1.65% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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