JAREX Mutual Fund

JAREX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+1.01%
3 Months
-8.26%
6 Months
-5.20%
YTD
+4.52%
1 Year
+5.50%
3 Years (annualized)
+10.03%
5 Years (annualized)
-1.91%
10 Years (annualized)
+4.58%

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
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)
+4.52%
Peer Avg (YTD)
+7.23%
vs Peers
-2.71%

JAREX Mutual Fund Performance

JAREX performance across multiple time periods: 1-month 1.01%, YTD 4.52%, 1-year 5.50%, 3-year 10.03%, 5-year -1.91%, 10-year 4.58%.

JAREX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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