JARIX Mutual Fund

JARIX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-6.48%
3 Months
-6.54%
6 Months
+2.85%
YTD
+3.88%
1 Year
+1.69%
3 Years (annualized)
+8.11%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JARIX 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)
+3.88%
Peer Avg (YTD)
+4.73%
vs Peers
-0.85%

JARIX Mutual Fund Performance

JARIX performance across multiple time periods: 1-month -6.48%, YTD 3.88%, 1-year 1.69%, 3-year 8.11%, 10-year 5.64%.

JARIX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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