JEEIX Mutual Fund

NAV$19.74

Returns Overview

1 Month
+0.05%
3 Months
-1.25%
6 Months
+5.06%
YTD
+10.40%
1 Year
+18.92%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.55%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEEIX 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)
+10.40%
Peer Avg (YTD)
+10.15%
vs Peers
+0.26%

JEEIX Mutual Fund Performance

JEEIX performance across multiple time periods: 1-month 0.05%, YTD 10.40%, 1-year 18.92%, 3-year 17.87%, 5-year 9.55%, 10-year 8.72%.

JEEIX returns outperform the peer average of 10.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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