JERSX Mutual Fund

NAV$13.31

Returns Overview

1 Month
+1.02%
3 Months
+7.19%
6 Months
+9.97%
YTD
+9.79%
1 Year
+13.53%
3 Years (annualized)
+8.32%
5 Years (annualized)
+0.42%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Global Net Index
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+11.24%
vs Peers
-1.46%

JERSX Mutual Fund Performance

JERSX performance across multiple time periods: 1-month 1.02%, YTD 9.79%, 1-year 13.53%, 3-year 8.32%, 5-year 0.42%, 10-year 5.47%.

JERSX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

JERSX performance comparison shows side-by-side returns with another fund. JERSX alternatives are available in the Mutual Fund Screener.