JERSX Mutual Fund

JERSX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
-5.18%
3 Months
-5.62%
6 Months
+1.18%
YTD
+3.62%
1 Year
+3.44%
3 Years (annualized)
+7.83%
5 Years (annualized)
-0.67%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERSX 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)
+3.62%
Peer Avg (YTD)
+4.73%
vs Peers
-1.11%

JERSX Mutual Fund Performance

JERSX performance across multiple time periods: 1-month -5.18%, YTD 3.62%, 1-year 3.44%, 3-year 7.83%, 5-year -0.67%, 10-year 5.04%.

JERSX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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