JIESX Mutual Fund

NAV$23.42

Returns Overview

1 Month
+4.27%
3 Months
+6.70%
6 Months
+6.50%
YTD
+13.41%
1 Year
+29.49%
3 Years (annualized)
+24.80%
5 Years (annualized)
+15.43%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIESX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+13.41%
Peer Avg (YTD)
+9.57%
vs Peers
+3.84%

JIESX Mutual Fund Performance

JIESX performance across multiple time periods: 1-month 4.27%, YTD 13.41%, 1-year 29.49%, 3-year 24.80%, 5-year 15.43%, 10-year 11.05%.

JIESX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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