JARTX Mutual Fund

JARTX Mutual Fund

NAV$56.15
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Returns Overview

1 Month
+3.33%
3 Months
-1.54%
6 Months
+14.29%
YTD
+5.15%
1 Year
+10.27%
3 Years (annualized)
+31.63%
5 Years (annualized)
+16.43%
10 Years (annualized)
+25.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JARTX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+8.51%
vs Peers
-3.36%

JARTX Mutual Fund Performance

JARTX performance across multiple time periods: 1-month 3.33%, YTD 5.15%, 1-year 10.27%, 3-year 31.63%, 5-year 16.43%, 10-year 25.44%.

JARTX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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