JARIX Mutual Fund

NAV$16.32

Returns Overview

1 Month
+0.40%
3 Months
+10.05%
6 Months
+11.15%
YTD
+11.15%
1 Year
+5.66%
3 Years (annualized)
+8.29%
5 Years (annualized)
+0.19%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JARIX 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)
+11.15%
Peer Avg (YTD)
+11.24%
vs Peers
-0.09%

JARIX Mutual Fund Performance

JARIX performance across multiple time periods: 1-month 0.40%, YTD 11.15%, 1-year 5.66%, 3-year 8.29%, 5-year 0.19%, 10-year 5.74%.

JARIX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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