Returns Overview

1 Month
+4.13%
3 Months
+5.08%
6 Months
+8.66%
YTD
+3.96%
1 Year
+12.10%
3 Years
+3.90%
5 Years
+2.73%
10 Years
+6.69%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JERIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Global Net Index(NA)
This ETF (YTD)
+3.96%
Peer Avg (YTD)
+2.68%
vs Peers
+1.27%

JERIX ETF Performance

JERIX performance across multiple time periods: 1-month 4.13%, YTD 3.96%, 1-year 12.10%, 3-year 3.90%, 5-year 2.73%, 10-year 6.69%.

JERIX returns outperform the peer average of 2.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this ETF.

JERIX performance comparison shows side-by-side returns with another fund. JERIX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.13%N/A
3 Months+5.08%N/A
6 Months+8.66%N/A
1 Year+12.10%N/A
3 Years+3.90%N/A
5 Years+2.73%N/A

All returns shown are total returns, not annualized