JEEBX Mutual Fund

NAV$19.71

Returns Overview

3 Months
-1.30%
6 Months
+5.01%
YTD
+10.36%
1 Year
+18.58%
3 Years (annualized)
+17.51%
5 Years (annualized)
+9.23%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEEBX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+10.15%
vs Peers
+0.21%

JEEBX Mutual Fund Performance

JEEBX performance across multiple time periods: YTD 10.36%, 1-year 18.58%, 3-year 17.51%, 5-year 9.23%, 10-year 8.73%.

JEEBX returns outperform the peer average of 10.15% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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