JERNX Mutual Fund

JERNX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
+1.77%
3 Months
-6.36%
6 Months
-4.46%
YTD
+5.97%
1 Year
+7.06%
3 Years (annualized)
+11.48%
5 Years (annualized)
-0.64%
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)
+5.97%
Peer Avg (YTD)
+7.23%
vs Peers
-1.26%

JERNX Mutual Fund Performance

JERNX performance across multiple time periods: 1-month 1.77%, YTD 5.97%, 1-year 7.06%, 3-year 11.48%, 5-year -0.64%, 10-year 5.80%.

JERNX returns trail the peer average of 7.23% 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.