JAREX Mutual Fund

JAREX Mutual Fund

NAV$15.17
See how much of JAREX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.82%
3 Months
+3.33%
6 Months
+8.72%
YTD
+13.93%
1 Year
+12.31%
3 Years (annualized)
+7.49%
5 Years (annualized)
-0.23%
10 Years (annualized)
+5.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+13.93%
Peer Avg (YTD)
+12.53%
vs Peers
+1.39%

JAREX Mutual Fund Performance

JAREX performance across multiple time periods: 1-month 2.82%, YTD 13.93%, 1-year 12.31%, 3-year 7.49%, 5-year -0.23%, 10-year 5.18%.

JAREX returns outperform the peer average of 12.53% 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.