JERTX Mutual Fund

JERTX Mutual Fund

NAV$13.19
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Returns Overview

1 Month
+1.77%
3 Months
-6.36%
6 Months
-4.52%
YTD
+5.78%
1 Year
+6.89%
3 Years (annualized)
+11.23%
5 Years (annualized)
-0.87%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERTX 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)
+5.78%
Peer Avg (YTD)
+7.23%
vs Peers
-1.44%

JERTX Mutual Fund Performance

JERTX performance across multiple time periods: 1-month 1.77%, YTD 5.78%, 1-year 6.89%, 3-year 11.23%, 5-year -0.87%, 10-year 5.52%.

JERTX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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