JACRX Mutual Fund

NAV$15.24

Returns Overview

1 Month
+0.28%
3 Months
+9.65%
6 Months
+10.42%
YTD
+10.42%
1 Year
+4.35%
3 Years (annualized)
+7.00%
5 Years (annualized)
-0.75%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACRX 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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+11.24%
vs Peers
-0.82%

JACRX Mutual Fund Performance

JACRX performance across multiple time periods: 1-month 0.28%, YTD 10.42%, 1-year 4.35%, 3-year 7.00%, 5-year -0.75%, 10-year 4.66%.

JACRX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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