JERTX Mutual Fund

NAV$13.77

Returns Overview

1 Month
+1.92%
3 Months
+3.69%
6 Months
+10.16%
YTD
+13.61%
1 Year
+13.81%
3 Years (annualized)
+8.62%
5 Years (annualized)
+0.69%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JERTX 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

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)
+13.61%
Peer Avg (YTD)
+11.24%
vs Peers
+2.37%

JERTX Mutual Fund Performance

JERTX performance across multiple time periods: 1-month 1.92%, YTD 13.61%, 1-year 13.81%, 3-year 8.62%, 5-year 0.69%, 10-year 5.76%.

JERTX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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