JORNX Mutual Fund

JORNX Mutual Fund

NAV$21.18
See how much of JORNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.13%
3 Months
+2.22%
6 Months
+4.70%
YTD
+10.49%
1 Year
+16.46%
3 Years (annualized)
+18.32%
5 Years (annualized)
+10.29%
10 Years (annualized)
+13.03%

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
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)
+10.49%
Peer Avg (YTD)
+10.17%
vs Peers
+0.31%

JORNX Mutual Fund Performance

JORNX performance across multiple time periods: 1-month 2.13%, YTD 10.49%, 1-year 16.46%, 3-year 18.32%, 5-year 10.29%, 10-year 13.03%.

JORNX returns outperform the peer average of 10.17% 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.