JAARX Mutual Fund

JAARX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
+1.24%
3 Months
+1.92%
6 Months
+3.74%
YTD
+8.04%
1 Year
+11.04%
3 Years (annualized)
+5.96%
5 Years (annualized)
+2.73%
10 Years (annualized)
+2.56%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+4.75%
vs Peers
+3.29%

JAARX Mutual Fund Performance

JAARX performance across multiple time periods: 1-month 1.24%, YTD 8.04%, 1-year 11.04%, 3-year 5.96%, 5-year 2.73%, 10-year 2.56%.

JAARX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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