JERAX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+1.57%
3 Months
+3.81%
6 Months
+8.62%
YTD
+13.13%
1 Year
+13.71%
3 Years (annualized)
+8.48%
5 Years (annualized)
+0.60%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Global Net Index
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+11.24%
vs Peers
+1.89%

JERAX Mutual Fund Performance

JERAX performance across multiple time periods: 1-month 1.57%, YTD 13.13%, 1-year 13.71%, 3-year 8.48%, 5-year 0.60%, 10-year 5.66%.

JERAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

JERAX performance comparison shows side-by-side returns with another fund. JERAX alternatives are available in the Mutual Fund Screener.