JORIX Mutual Fund

JORIX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
-1.47%
6 Months
+10.76%
YTD
+8.57%
1 Year
+10.58%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.84%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORIX 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
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📉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)
+8.57%
Peer Avg (YTD)
+9.29%
vs Peers
-0.72%

JORIX Mutual Fund Performance

JORIX performance across multiple time periods: 1-month -1.47%, YTD 8.57%, 1-year 10.58%, 3-year 17.87%, 5-year 9.84%, 10-year 12.58%.

JORIX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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