JERNX Mutual Fund

JERNX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
-5.12%
3 Months
-5.41%
6 Months
+1.51%
YTD
+4.13%
1 Year
+4.01%
3 Years (annualized)
+8.41%
5 Years (annualized)
-0.14%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERNX 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)
+4.13%
Peer Avg (YTD)
+4.73%
vs Peers
-0.61%

JERNX Mutual Fund Performance

JERNX performance across multiple time periods: 1-month -5.12%, YTD 4.13%, 1-year 4.01%, 3-year 8.41%, 5-year -0.14%, 10-year 5.80%.

JERNX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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