JERTX ETF

$12.61

Returns Overview

1 Month
+4.13%
3 Months
+5.13%
6 Months
+8.68%
YTD
+4.04%
1 Year
+12.04%
3 Years
+3.78%
5 Years
+2.60%
10 Years
+6.54%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JERTX 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)
+4.04%
Peer Avg (YTD)
+2.68%
vs Peers
+1.36%

JERTX ETF Performance

JERTX performance across multiple time periods: 1-month 4.13%, YTD 4.04%, 1-year 12.04%, 3-year 3.78%, 5-year 2.60%, 10-year 6.54%.

JERTX returns outperform the peer average of 2.68% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this ETF.

JERTX performance comparison shows side-by-side returns with another fund. JERTX 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+5.13%N/A
6 Months+8.68%N/A
1 Year+12.04%N/A
3 Years+3.78%N/A
5 Years+2.60%N/A

All returns shown are total returns, not annualized