JOEIX Mutual Fund

JOEIX Mutual Fund

NAV$17.22
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Returns Overview

1 Month
-2.41%
3 Months
+4.82%
6 Months
+6.23%
YTD
+16.87%
1 Year
+35.07%
3 Years (annualized)
+17.42%
5 Years (annualized)
+8.38%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEIX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.87%
Peer Avg (YTD)
+17.66%
vs Peers
-0.79%

JOEIX Mutual Fund Performance

JOEIX performance across multiple time periods: 1-month -2.41%, YTD 16.87%, 1-year 35.07%, 3-year 17.42%, 5-year 8.38%, 10-year 8.98%.

JOEIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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