JIEQX Mutual Fund

NAV$27.87

Returns Overview

1 Month
-0.96%
3 Months
+3.38%
6 Months
+7.48%
YTD
+11.93%
1 Year
+27.90%
3 Years (annualized)
+18.66%
5 Years (annualized)
+8.67%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIEQX 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 ACWI ex US Index
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+9.13%
vs Peers
+2.80%

JIEQX Mutual Fund Performance

JIEQX performance across multiple time periods: 1-month -0.96%, YTD 11.93%, 1-year 27.90%, 3-year 18.66%, 5-year 8.67%, 10-year 9.65%.

JIEQX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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