JARSX Mutual Fund

JARSX Mutual Fund

NAV$16.33
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Returns Overview

1 Month
+2.89%
3 Months
+3.55%
6 Months
+9.11%
YTD
+14.35%
1 Year
+13.01%
3 Years (annualized)
+8.07%
5 Years (annualized)
+0.29%
10 Years (annualized)
+5.32%

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
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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)
+14.35%
Peer Avg (YTD)
+12.53%
vs Peers
+1.82%

JARSX Mutual Fund Performance

JARSX performance across multiple time periods: 1-month 2.89%, YTD 14.35%, 1-year 13.01%, 3-year 8.07%, 5-year 0.29%, 10-year 5.32%.

JARSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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