JORIX Mutual Fund

JORIX Mutual Fund

NAV$21.25
See how much of JORIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.11%
3 Months
+2.11%
6 Months
+4.52%
YTD
+10.19%
1 Year
+16.04%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.84%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+10.17%
vs Peers
+0.02%

JORIX Mutual Fund Performance

JORIX performance across multiple time periods: 1-month 2.11%, YTD 10.19%, 1-year 16.04%, 3-year 17.87%, 5-year 9.84%, 10-year 12.58%.

JORIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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