JORNX Mutual Fund

JORNX Mutual Fund

NAV$21.01
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Returns Overview

1 Month
-1.44%
3 Months
+0.09%
6 Months
+10.94%
YTD
+8.90%
1 Year
+11.01%
3 Years (annualized)
+18.32%
5 Years (annualized)
+10.29%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JORNX 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)
+8.90%
Peer Avg (YTD)
+9.29%
vs Peers
-0.39%

JORNX Mutual Fund Performance

JORNX performance across multiple time periods: 1-month -1.44%, YTD 8.90%, 1-year 11.01%, 3-year 18.32%, 5-year 10.29%, 10-year 13.03%.

JORNX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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