JIEQX Mutual Fund

JIEQX Mutual Fund

NAV$27.81
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Returns Overview

1 Month
+2.69%
3 Months
+2.17%
6 Months
+5.10%
YTD
+16.69%
1 Year
+26.71%
3 Years (annualized)
+19.87%
5 Years (annualized)
+9.08%
10 Years (annualized)
+9.30%

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
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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)
+16.69%
Peer Avg (YTD)
+10.17%
vs Peers
+6.52%

JIEQX Mutual Fund Performance

JIEQX performance across multiple time periods: 1-month 2.69%, YTD 16.69%, 1-year 26.71%, 3-year 19.87%, 5-year 9.08%, 10-year 9.30%.

JIEQX returns outperform the peer average of 10.17% 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.