JERAX Mutual Fund

JERAX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+2.74%
3 Months
+1.96%
6 Months
+8.58%
YTD
+12.91%
1 Year
+17.92%
3 Years (annualized)
+8.28%
5 Years (annualized)
+0.35%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERAX 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
FTSE EPRA Nareit Global Net Index
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+12.53%
vs Peers
+0.38%

JERAX Mutual Fund Performance

JERAX performance across multiple time periods: 1-month 2.74%, YTD 12.91%, 1-year 17.92%, 3-year 8.28%, 5-year 0.35%, 10-year 5.44%.

JERAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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