JACRX Mutual Fund

JACRX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
+0.86%
3 Months
-8.48%
6 Months
-5.59%
YTD
+3.83%
1 Year
+4.65%
3 Years (annualized)
+9.17%
5 Years (annualized)
-2.66%
10 Years (annualized)
+3.67%

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
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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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+7.23%
vs Peers
-3.40%

JACRX Mutual Fund Performance

JACRX performance across multiple time periods: 1-month 0.86%, YTD 3.83%, 1-year 4.65%, 3-year 9.17%, 5-year -2.66%, 10-year 3.67%.

JACRX returns trail the peer average of 7.23% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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