JERNX Mutual Fund

JERNX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+2.80%
3 Months
+2.02%
6 Months
+8.77%
YTD
+13.16%
1 Year
+18.34%
3 Years (annualized)
+8.66%
5 Years (annualized)
+0.70%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERNX 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)
+13.16%
Peer Avg (YTD)
+12.53%
vs Peers
+0.63%

JERNX Mutual Fund Performance

JERNX performance across multiple time periods: 1-month 2.80%, YTD 13.16%, 1-year 18.34%, 3-year 8.66%, 5-year 0.70%, 10-year 5.80%.

JERNX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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