JIREX Mutual Fund

JIREX Mutual Fund

NAV$13.03
See how much of JIREX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.89%
3 Months
+1.77%
6 Months
+2.83%
YTD
+12.85%
1 Year
+13.92%
3 Years (annualized)
+10.61%
5 Years (annualized)
+2.47%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+9.10%
vs Peers
+3.75%

JIREX Mutual Fund Performance

JIREX performance across multiple time periods: 1-month -2.89%, YTD 12.85%, 1-year 13.92%, 3-year 10.61%, 5-year 2.47%, 10-year 5.86%.

JIREX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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