JIEZX Mutual Fund

JIEZX Mutual Fund

NAV$23.92
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Returns Overview

1 Month
+0.08%
3 Months
+3.55%
6 Months
+5.02%
YTD
+9.50%
1 Year
+17.98%
3 Years (annualized)
+12.42%
5 Years (annualized)
+5.83%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIEZX 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 Index(MEAFE)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.42%
vs Peers
+0.08%

JIEZX Mutual Fund Performance

JIEZX performance across multiple time periods: 1-month 0.08%, YTD 9.50%, 1-year 17.98%, 3-year 12.42%, 5-year 5.83%, 10-year 8.07%.

JIEZX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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