JERAX Mutual Fund

JERAX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
-5.11%
3 Months
-5.47%
6 Months
+1.33%
YTD
+3.88%
1 Year
+3.66%
3 Years (annualized)
+5.13%
5 Years (annualized)
-3.51%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERAX 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
FTSE EPRA Nareit Global Net Index
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+4.73%
vs Peers
-0.86%

JERAX Mutual Fund Performance

JERAX performance across multiple time periods: 1-month -5.11%, YTD 3.88%, 1-year 3.66%, 3-year 5.13%, 5-year -3.51%, 10-year 1.68%.

JERAX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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