JERTX Mutual Fund

JERTX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-3.02%
3 Months
+0.61%
6 Months
-1.86%
YTD
+9.55%
1 Year
+9.63%
3 Years (annualized)
+8.14%
5 Years (annualized)
-0.39%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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)
+9.55%
Peer Avg (YTD)
+9.10%
vs Peers
+0.46%

JERTX Mutual Fund Performance

JERTX performance across multiple time periods: 1-month -3.02%, YTD 9.55%, 1-year 9.63%, 3-year 8.14%, 5-year -0.39%, 10-year 5.34%.

JERTX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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