JARTX Mutual Fund

NAV$55.06

Returns Overview

1 Month
-2.55%
3 Months
+18.89%
6 Months
+4.23%
YTD
+4.07%
1 Year
+13.02%
3 Years (annualized)
+23.36%
5 Years (annualized)
+13.01%
10 Years (annualized)
+22.56%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+8.97%
vs Peers
-4.90%

JARTX Mutual Fund Performance

JARTX performance across multiple time periods: 1-month -2.55%, YTD 4.07%, 1-year 13.02%, 3-year 23.36%, 5-year 13.01%, 10-year 22.56%.

JARTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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