JERIX Mutual Fund

JERIX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
+1.77%
3 Months
-6.32%
6 Months
-4.45%
YTD
+5.90%
1 Year
+7.04%
3 Years (annualized)
+11.38%
5 Years (annualized)
-0.72%
10 Years (annualized)
+5.68%

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)
+5.90%
Peer Avg (YTD)
+7.23%
vs Peers
-1.33%

JERIX Mutual Fund Performance

JERIX performance across multiple time periods: 1-month 1.77%, YTD 5.90%, 1-year 7.04%, 3-year 11.38%, 5-year -0.72%, 10-year 5.68%.

JERIX returns trail the peer average of 7.23% 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.