JIERX Mutual Fund

NAV$24.84

Returns Overview

1 Month
+1.55%
3 Months
+8.45%
6 Months
+9.77%
YTD
+8.64%
1 Year
+15.03%
3 Years (annualized)
+13.65%
5 Years (annualized)
+6.90%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIERX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+9.13%
vs Peers
-0.49%

JIERX Mutual Fund Performance

JIERX performance across multiple time periods: 1-month 1.55%, YTD 8.64%, 1-year 15.03%, 3-year 13.65%, 5-year 6.90%, 10-year 9.32%.

JIERX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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