JEEIX Mutual Fund

JEEIX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-4.59%
3 Months
-4.25%
6 Months
-4.98%
YTD
+5.78%
1 Year
+10.48%
3 Years (annualized)
+22.20%
5 Years (annualized)
+12.29%
10 Years (annualized)
+12.69%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+0.92%
vs Peers
+4.87%

JEEIX Mutual Fund Performance

JEEIX performance across multiple time periods: 1-month -4.59%, YTD 5.78%, 1-year 10.48%, 3-year 22.20%, 5-year 12.29%, 10-year 12.69%.

JEEIX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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