JORCX Mutual Fund

JORCX Mutual Fund

NAV$19.38
See how much of JORCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
-0.15%
6 Months
+10.46%
YTD
+8.09%
1 Year
+9.88%
3 Years (annualized)
+17.22%
5 Years (annualized)
+9.25%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+9.29%
vs Peers
-1.21%

JORCX Mutual Fund Performance

JORCX performance across multiple time periods: 1-month -1.55%, YTD 8.09%, 1-year 9.88%, 3-year 17.22%, 5-year 9.25%, 10-year 11.95%.

JORCX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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