JIEQX Mutual Fund

JIEQX Mutual Fund

NAV$26.45
See how much of JIEQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.10%
3 Months
-3.03%
6 Months
+0.38%
YTD
+8.69%
1 Year
+13.28%
3 Years (annualized)
+20.32%
5 Years (annualized)
+8.00%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIEQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+8.05%
vs Peers
+0.63%

JIEQX Mutual Fund Performance

JIEQX performance across multiple time periods: 1-month -3.10%, YTD 8.69%, 1-year 13.28%, 3-year 20.32%, 5-year 8.00%, 10-year 8.72%.

JIEQX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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