JORRX Mutual Fund

JORRX Mutual Fund

NAV$19.84
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Returns Overview

1 Month
-3.83%
3 Months
-3.27%
6 Months
-1.29%
YTD
+4.20%
1 Year
+6.12%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.09%
10 Years (annualized)
+11.71%

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
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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)
+4.20%
Peer Avg (YTD)
+8.05%
vs Peers
-3.85%

JORRX Mutual Fund Performance

JORRX performance across multiple time periods: 1-month -3.83%, YTD 4.20%, 1-year 6.12%, 3-year 18.02%, 5-year 8.09%, 10-year 11.71%.

JORRX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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