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James Alpha Global Real Estate Invsmts A (JAREX)

20.65 Up 0.06(0.29%) Nov 25

Performance Overview as of Oct 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:9.34%
5-Year Average Return:12.30%
Number of Years Up:3
Number of Years Down:1
Best 1 Yr Total Return (2012-12-31):33.89%
Worst 1 Yr Total Return (2011-12-31):-6.38%
Best 3-Yr Total Return (N/A):13.87%
Worst 3-Yr Total Return (N/A):8.66%
Load Adjusted Returns 
1-Year:1.94%
3-Year:11.59%
5-Year:10.98%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnJAREXCategoryDiffIndex*Diff
Year To Date9.34N/AN/AN/AN/A
1-Month4.73N/AN/AN/AN/A
3-Month0.12N/AN/AN/AN/A
1-Year8.16N/AN/AN/AN/A
3-Year13.81N/AN/AN/AN/A
5-Year12.30N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)27.39N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-21.28N/AN/AN/AN/A
Annual Total Return (%) History () 
YearJAREXCategoryDiff
2014N/AN/AN/A
2013
 
2.37N/AN/A
2012
 
33.89N/AN/A
2011
 
-6.38N/AN/A
2010
 
17.79N/AN/A
Past Quarterly Returns (%) for JAREX 
Q1Q2Q3Q4
20143.726.24-5.25N/A
20135.46-2.96-0.110.14
201212.622.119.985.86
20113.312.60-20.1810.66
20102.31-5.2416.544.25
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date77N/A
1-Month63N/A
3-Month73N/A
6-Month83N/A
1-Year74N/A
3-Year21N/A
5-Year29N/A