JIESX Mutual Fund

JIESX Mutual Fund

NAV$23.22
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Returns Overview

1 Month
-3.15%
3 Months
+3.97%
6 Months
+8.87%
YTD
+12.98%
1 Year
+23.87%
3 Years (annualized)
+27.14%
5 Years (annualized)
+16.83%
10 Years (annualized)
+11.14%

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
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 Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+8.67%
vs Peers
+4.31%

JIESX Mutual Fund Performance

JIESX performance across multiple time periods: 1-month -3.15%, YTD 12.98%, 1-year 23.87%, 3-year 27.14%, 5-year 16.83%, 10-year 11.14%.

JIESX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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