IJEAX Mutual Fund

NAV$13.78

Returns Overview

1 Month
-10.87%
3 Months
-2.34%
6 Months
+3.69%
YTD
+12.95%
1 Year
+55.77%
3 Years (annualized)
+23.05%
5 Years (annualized)
+12.36%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IJEAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+23.08%
vs Peers
-10.12%

IJEAX Mutual Fund Performance

IJEAX performance across multiple time periods: 1-month -10.87%, YTD 12.95%, 1-year 55.77%, 3-year 23.05%, 5-year 12.36%, 10-year 15.24%.

IJEAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

IJEAX performance comparison shows side-by-side returns with another fund. IJEAX alternatives are available in the Mutual Fund Screener.