JERCX Mutual Fund

JERCX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
+2.66%
3 Months
+1.75%
6 Months
+8.18%
YTD
+12.42%
1 Year
+16.94%
3 Years (annualized)
+7.43%
5 Years (annualized)
-0.43%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERCX 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)
+12.42%
Peer Avg (YTD)
+12.53%
vs Peers
-0.11%

JERCX Mutual Fund Performance

JERCX performance across multiple time periods: 1-month 2.66%, YTD 12.42%, 1-year 16.94%, 3-year 7.43%, 5-year -0.43%, 10-year 4.63%.

JERCX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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