JORNX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
+0.66%
3 Months
+10.84%
6 Months
+9.58%
YTD
+8.80%
1 Year
+17.37%
3 Years (annualized)
+18.34%
5 Years (annualized)
+10.51%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+9.13%
vs Peers
-0.33%

JORNX Mutual Fund Performance

JORNX performance across multiple time periods: 1-month 0.66%, YTD 8.80%, 1-year 17.37%, 3-year 18.34%, 5-year 10.51%, 10-year 13.57%.

JORNX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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