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James Alpha Global Real Estate Invsmts I (JARIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.65+0.28 (+2.09%)
At close: 05:33PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.00%
5-year average return0.72%
Number of years up10
Number of years down2
Best 1-yr total return (29 Apr 2024)34.12%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return34.12%
Worst 3-yr total return-2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJARIXCategory
YTD-2.68%14.32%
1-month1.47%0.73%
3-month-2.68%8.73%
1-year4.56%32.33%
3-year-3.82%7.75%
5-year1.92%6.57%
10-year4.89%6.49%
Last bull market42.02%23.44%
Last bear market-13.64%-20.52%

Annual total return (%) history

Year
JARIXCategory
2024
N/AN/A
2023
7.22%N/A
2022
-24.18%N/A
2021
22.40%N/A
2020
0.98%-5.43%
2019
31.80%23.45%
2018
-8.48%-7.11%
2017
17.32%15.12%
2016
7.59%1.97%
2015
2.67%-0.92%
2014
9.71%11.67%
2013
3.25%2.92%
2012
34.12%31.78%
2011
N/A-10.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.68%N/AN/AN/A
2023-0.21%0.44%-4.98%12.59%
2022-3.15%-13.64%-15.34%7.08%
20218.83%8.29%-1.47%5.41%
2020-26.79%16.03%2.28%16.24%
201917.19%2.52%4.61%4.87%
2018-3.32%6.22%0.75%-11.55%
20174.27%4.65%2.46%4.94%
20165.08%2.68%-0.51%0.23%
20158.50%-5.53%-2.82%3.07%
20144.06%6.49%-5.13%4.36%
20135.69%-2.72%0.13%0.29%
201212.69%3.43%8.60%5.96%
201110.72%N/AN/AN/A

Rank in category (by total return)

YTD91
1-month98
3-month91
1-year89
3-year83
5-year26

Load adjusted returns

1-year4.56%
3-year-3.82%
5-year1.92%
10-year4.89%