ACREX Mutual Fund

ACREX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
+6.81%
3 Months
+7.15%
6 Months
+5.08%
YTD
+7.15%
1 Year
+9.13%
3 Years (annualized)
+8.31%
5 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACREX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+8.67%
vs Peers
-1.52%

ACREX Mutual Fund Performance

ACREX performance across multiple time periods: 1-month 6.81%, YTD 7.15%, 1-year 9.13%, 3-year 8.31%, 5-year 1.33%.

ACREX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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