JORNX Mutual Fund

JORNX Mutual Fund

NAV$21.60
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Returns Overview

1 Month
-0.56%
3 Months
+2.22%
6 Months
+4.44%
YTD
+8.18%
1 Year
+16.07%
3 Years (annualized)
+16.64%
5 Years (annualized)
+10.67%
10 Years (annualized)
+12.86%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+9.42%
vs Peers
-1.24%

JORNX Mutual Fund Performance

JORNX performance across multiple time periods: 1-month -0.56%, YTD 8.18%, 1-year 16.07%, 3-year 16.64%, 5-year 10.67%, 10-year 12.86%.

JORNX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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