JAREX - James Alpha Global Real Estate Invsmts A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.13%
5-Year Average Return4.96%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2018)33.89%
Worst 1 Yr Total Return (Apr 29, 2018)-6.38%
Best 3-Yr Total Return33.89%
Worst 3-Yr Total Return4.40%

Trailing Returns (%) Vs. Benchmarks

ReturnJAREXCategory
YTD0.13%-2.81%
1-Month3.67%2.44%
3-Month-1.66%-2.81%
1-Year10.28%8.06%
3-Year5.83%2.85%
5-Year4.96%4.54%
10-Year0.00%3.32%
Last Bull Market27.39%22.93%
Last Bear Market-21.28%-20.60%

Annual Total Return (%) History

Year
JAREXCategory
2018
N/AN/A
2017
16.78%15.12%
2016
7.01%1.97%
2015
2.17%-0.92%
2014
8.78%11.67%
2013
2.37%2.92%
2012
33.89%31.78%
2011
-6.38%-10.10%
2010
17.79%17.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-3.42%N/AN/AN/A
20174.12%4.59%2.35%4.78%
20164.94%2.56%-0.64%0.06%
20158.38%-5.62%-2.98%2.94%
20143.72%6.24%-5.25%4.19%
20135.46%-2.96%-0.11%0.14%
201212.62%2.11%9.98%5.86%
20113.31%2.60%-20.18%10.66%
20102.31%-5.24%16.54%4.25%

Rank In Category (By Total Return)

YTD25
1-Month1
3-Month12
1-Year27
3-Year5
5-Year12

Load Adjusted Returns

1-Year3.94%
3-Year3.76%
5-Year3.72%
10-YearN/A