JORAX Mutual Fund

JORAX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
-0.56%
3 Months
+2.21%
6 Months
+4.37%
YTD
+8.08%
1 Year
+15.95%
3 Years (annualized)
+16.51%
5 Years (annualized)
+10.54%
10 Years (annualized)
+12.71%

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)
+8.08%
Peer Avg (YTD)
+9.42%
vs Peers
-1.34%

JORAX Mutual Fund Performance

JORAX performance across multiple time periods: 1-month -0.56%, YTD 8.08%, 1-year 15.95%, 3-year 16.51%, 5-year 10.54%, 10-year 12.71%.

JORAX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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