JORAX Mutual Fund

JORAX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
+0.66%
3 Months
+10.83%
6 Months
+9.47%
YTD
+8.69%
1 Year
+17.24%
3 Years (annualized)
+18.19%
5 Years (annualized)
+10.38%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORAX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+9.13%
vs Peers
-0.44%

JORAX Mutual Fund Performance

JORAX performance across multiple time periods: 1-month 0.66%, YTD 8.69%, 1-year 17.24%, 3-year 18.19%, 5-year 10.38%, 10-year 13.42%.

JORAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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