JORFX Mutual Fund

JORFX Mutual Fund

NAV$21.83
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Returns Overview

1 Month
-0.56%
3 Months
+2.27%
6 Months
+4.49%
YTD
+8.23%
1 Year
+16.22%
3 Years (annualized)
+16.75%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+9.42%
vs Peers
-1.20%

JORFX Mutual Fund Performance

JORFX performance across multiple time periods: 1-month -0.56%, YTD 8.23%, 1-year 16.22%, 3-year 16.75%, 5-year 10.79%, 10-year 12.99%.

JORFX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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