JOEIX Mutual Fund

JOEIX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
-2.33%
3 Months
-3.59%
6 Months
+14.08%
YTD
+13.32%
1 Year
+21.63%
3 Years (annualized)
+20.42%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOEIX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+20.48%
vs Peers
-7.16%

JOEIX Mutual Fund Performance

JOEIX performance across multiple time periods: 1-month -2.33%, YTD 13.32%, 1-year 21.63%, 3-year 20.42%, 5-year 8.43%, 10-year 8.79%.

JOEIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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