JORFX Mutual Fund

JORFX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
-1.48%
3 Months
+0.09%
6 Months
+10.98%
YTD
+8.94%
1 Year
+11.10%
3 Years (annualized)
+18.47%
5 Years (annualized)
+10.42%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+9.29%
vs Peers
-0.35%

JORFX Mutual Fund Performance

JORFX performance across multiple time periods: 1-month -1.48%, YTD 8.94%, 1-year 11.10%, 3-year 18.47%, 5-year 10.42%, 10-year 13.18%.

JORFX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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