JIESX Mutual Fund

JIESX Mutual Fund

NAV$24.04
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Returns Overview

1 Month
+6.28%
3 Months
+6.81%
6 Months
+9.15%
YTD
+16.57%
1 Year
+37.40%
3 Years (annualized)
+25.47%
5 Years (annualized)
+16.84%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIESX 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
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📉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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+8.62%
vs Peers
+7.95%

JIESX Mutual Fund Performance

JIESX performance across multiple time periods: 1-month 6.28%, YTD 16.57%, 1-year 37.40%, 3-year 25.47%, 5-year 16.84%, 10-year 11.22%.

JIESX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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