JRI ETF

JRI ETF
$12.61
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Returns Overview

1 Month
+1.52%
3 Months
+1.14%
6 Months
+3.99%
YTD
+7.60%
1 Year
+13.71%
3 Years (annualized)
+11.19%
5 Years (annualized)
+4.80%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JRI 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
S&P 500 Index(SPX)
This ETF (YTD)
+7.60%
Peer Avg (YTD)
+5.54%
vs Peers
+2.06%

JRI ETF Performance

JRI performance across multiple time periods: 1-month 1.52%, YTD 7.60%, 1-year 13.71%, 3-year 11.19%, 5-year 4.80%, 10-year 8.36%.

JRI returns outperform the peer average of 5.54% YTD. With an expense ratio of 3.97%, investors should weigh costs against performance when evaluating this ETF.

JRI vs another fund shows side-by-side returns. JRI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.52%N/A
3 Months+1.14%N/A
6 Months+3.99%N/A
1 Year+13.71%N/A
3 Years+11.19%N/A
5 Years+4.80%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized