JIEQX Mutual Fund

JIEQX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
-0.82%
3 Months
+3.52%
6 Months
+7.64%
YTD
+13.64%
1 Year
+28.39%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.10%

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)
+13.64%
Peer Avg (YTD)
+9.42%
vs Peers
+4.22%

JIEQX Mutual Fund Performance

JIEQX performance across multiple time periods: 1-month -0.82%, YTD 13.64%, 1-year 28.39%, 3-year 16.92%, 5-year 8.84%, 10-year 9.10%.

JIEQX returns outperform the peer average of 9.42% 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.