JIEZX Mutual Fund

JIEZX Mutual Fund

NAV$23.22
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Returns Overview

1 Month
+1.65%
3 Months
+3.22%
6 Months
+1.09%
YTD
+11.30%
1 Year
+15.58%
3 Years (annualized)
+14.76%
5 Years (annualized)
+5.76%
10 Years (annualized)
+8.10%

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)
+11.30%
Peer Avg (YTD)
+10.17%
vs Peers
+1.13%

JIEZX Mutual Fund Performance

JIEZX performance across multiple time periods: 1-month 1.65%, YTD 11.30%, 1-year 15.58%, 3-year 14.76%, 5-year 5.76%, 10-year 8.10%.

JIEZX returns outperform the peer average of 10.17% 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.