JARSX Mutual Fund

NAV$16.66

Returns Overview

1 Month
+0.33%
3 Months
+9.98%
6 Months
+11.21%
YTD
+11.13%
1 Year
+5.74%
3 Years (annualized)
+8.37%
5 Years (annualized)
-0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JARSX 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
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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)
+11.13%
Peer Avg (YTD)
+11.24%
vs Peers
-0.11%

JARSX Mutual Fund Performance

JARSX performance across multiple time periods: 1-month 0.33%, YTD 11.13%, 1-year 5.74%, 3-year 8.37%, 5-year -0.05%.

JARSX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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