JIERX Mutual Fund

JIERX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
-2.35%
3 Months
-0.58%
6 Months
+7.82%
YTD
+8.02%
1 Year
+11.34%
3 Years (annualized)
+15.50%
5 Years (annualized)
+6.45%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIERX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+9.29%
vs Peers
-1.28%

JIERX Mutual Fund Performance

JIERX performance across multiple time periods: 1-month -2.35%, YTD 8.02%, 1-year 11.34%, 3-year 15.50%, 5-year 6.45%, 10-year 8.79%.

JIERX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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