JARTX Mutual Fund

JARTX Mutual Fund

NAV$53.95
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Returns Overview

1 Month
-2.22%
3 Months
+2.14%
6 Months
+4.82%
YTD
+1.76%
1 Year
+5.94%
3 Years (annualized)
+17.53%
5 Years (annualized)
+7.72%
10 Years (annualized)
+15.42%

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
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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)
+1.76%
Peer Avg (YTD)
+6.23%
vs Peers
-4.47%

JARTX Mutual Fund Performance

JARTX performance across multiple time periods: 1-month -2.22%, YTD 1.76%, 1-year 5.94%, 3-year 17.53%, 5-year 7.72%, 10-year 15.42%.

JARTX returns trail the peer average of 6.23% 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.