JERCX Mutual Fund

JERCX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
-5.25%
3 Months
-5.69%
6 Months
+0.95%
YTD
+3.27%
1 Year
+2.85%
3 Years (annualized)
+5.00%
5 Years (annualized)
-3.66%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERCX 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)
+3.27%
Peer Avg (YTD)
+4.73%
vs Peers
-1.46%

JERCX Mutual Fund Performance

JERCX performance across multiple time periods: 1-month -5.25%, YTD 3.27%, 1-year 2.85%, 3-year 5.00%, 5-year -3.66%, 10-year 1.50%.

JERCX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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