JAREX Mutual Fund

JAREX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
-6.55%
3 Months
-6.61%
6 Months
+2.60%
YTD
+3.47%
1 Year
+1.23%
3 Years (annualized)
+7.62%
5 Years (annualized)
-0.75%
10 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAREX 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)
+3.47%
Peer Avg (YTD)
+4.73%
vs Peers
-1.26%

JAREX Mutual Fund Performance

JAREX performance across multiple time periods: 1-month -6.55%, YTD 3.47%, 1-year 1.23%, 3-year 7.62%, 5-year -0.75%, 10-year 5.21%.

JAREX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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