JAARX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-0.40%
3 Months
+2.98%
6 Months
+5.71%
YTD
+5.58%
1 Year
+9.91%
3 Years (annualized)
+7.41%
5 Years (annualized)
+4.64%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAARX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+3.47%
vs Peers
+2.11%

JAARX Mutual Fund Performance

JAARX performance across multiple time periods: 1-month -0.40%, YTD 5.58%, 1-year 9.91%, 3-year 7.41%, 5-year 4.64%, 10-year 4.60%.

JAARX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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