JERTX Mutual Fund

JERTX Mutual Fund

NAV$12.50
See how much of JERTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.12%
3 Months
-5.48%
6 Months
+1.38%
YTD
+3.95%
1 Year
+3.75%
3 Years (annualized)
+8.14%
5 Years (annualized)
-0.39%
10 Years (annualized)
+5.34%

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

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)
+3.95%
Peer Avg (YTD)
+4.73%
vs Peers
-0.79%

JERTX Mutual Fund Performance

JERTX performance across multiple time periods: 1-month -5.12%, YTD 3.95%, 1-year 3.75%, 3-year 8.14%, 5-year -0.39%, 10-year 5.34%.

JERTX returns trail the peer average of 4.73% 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.