JERCX Mutual Fund

NAV$13.23

Returns Overview

1 Month
+1.69%
3 Months
+3.76%
6 Months
+8.44%
YTD
+12.88%
1 Year
+12.83%
3 Years (annualized)
+7.62%
5 Years (annualized)
-0.19%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERCX 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)
+12.88%
Peer Avg (YTD)
+11.24%
vs Peers
+1.64%

JERCX Mutual Fund Performance

JERCX performance across multiple time periods: 1-month 1.69%, YTD 12.88%, 1-year 12.83%, 3-year 7.62%, 5-year -0.19%, 10-year 4.84%.

JERCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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