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    More On JAREX


    James Alpha Global Real Estate Invsmts A (JAREX)

    16.91 Down 0.23(1.34%) Feb 5

    Performance Overview as of Jan 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:-6.80%
    5-Year Average Return:5.25%
    Number of Years Up:5
    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):14.24%
    Worst 3-Yr Total Return (N/A):4.40%
    Load Adjusted Returns 
    1-Year:-12.81%
    3-Year:-1.39%
    5-Year:4.01%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnJAREXCategoryDiffIndex*Diff
    Year To Date-6.80N/AN/AN/AN/A
    1-Month-6.80N/AN/AN/AN/A
    3-Month-9.12N/AN/AN/AN/A
    1-Year-7.49N/AN/AN/AN/A
    3-Year0.58N/AN/AN/AN/A
    5-Year5.25N/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
    2015
     
    2.17N/AN/A
    2014
     
    8.78N/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
    20158.38-5.62-2.982.94
    20143.726.24-5.254.19
    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 Date94N/A
    1-Month94N/A
    3-Month84N/A
    6-Month76N/A
    1-Year29N/A
    3-Year77N/A
    5-Year52N/A