JIERX Mutual Fund

JIERX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
+0.16%
3 Months
+3.76%
6 Months
+5.42%
YTD
+9.95%
1 Year
+18.82%
3 Years (annualized)
+13.15%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.77%

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
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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+9.42%
vs Peers
+0.53%

JIERX Mutual Fund Performance

JIERX performance across multiple time periods: 1-month 0.16%, YTD 9.95%, 1-year 18.82%, 3-year 13.15%, 5-year 6.53%, 10-year 8.77%.

JIERX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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