JORRX Mutual Fund

NAV$21.09

Returns Overview

1 Month
+0.63%
3 Months
+10.72%
6 Months
+9.25%
YTD
+8.45%
1 Year
+16.64%
3 Years (annualized)
+17.58%
5 Years (annualized)
+9.79%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORRX 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

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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)
+8.45%
Peer Avg (YTD)
+9.13%
vs Peers
-0.68%

JORRX Mutual Fund Performance

JORRX performance across multiple time periods: 1-month 0.63%, YTD 8.45%, 1-year 16.64%, 3-year 17.58%, 5-year 9.79%, 10-year 14.79%.

JORRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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