JERIX Mutual Fund

JERIX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
+2.72%
3 Months
+2.00%
6 Months
+8.73%
YTD
+13.03%
1 Year
+18.15%
3 Years (annualized)
+8.54%
5 Years (annualized)
+0.59%
10 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERIX 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)
+13.03%
Peer Avg (YTD)
+12.53%
vs Peers
+0.50%

JERIX Mutual Fund Performance

JERIX performance across multiple time periods: 1-month 2.72%, YTD 13.03%, 1-year 18.15%, 3-year 8.54%, 5-year 0.59%, 10-year 5.71%.

JERIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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