JAREX Mutual Fund

NAV$15.43

Returns Overview

1 Month
+2.19%
3 Months
+4.61%
6 Months
+9.12%
YTD
+13.62%
1 Year
+5.11%
3 Years (annualized)
+7.80%
5 Years (annualized)
-0.57%
10 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAREX 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 Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+13.62%
Peer Avg (YTD)
+11.24%
vs Peers
+2.38%

JAREX Mutual Fund Performance

JAREX performance across multiple time periods: 1-month 2.19%, YTD 13.62%, 1-year 5.11%, 3-year 7.80%, 5-year -0.57%, 10-year 5.30%.

JAREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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