JARSX Mutual Fund

JARSX Mutual Fund

NAV$15.00
See how much of JARSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.47%
3 Months
-6.47%
6 Months
+2.86%
YTD
+3.94%
1 Year
+1.79%
3 Years (annualized)
+8.20%
5 Years (annualized)
-0.05%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JARSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+4.73%
vs Peers
-0.79%

JARSX Mutual Fund Performance

JARSX performance across multiple time periods: 1-month -6.47%, YTD 3.94%, 1-year 1.79%, 3-year 8.20%, 5-year -0.05%, 10-year 5.32%.

JARSX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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