ACREX Mutual Fund

ACREX Mutual Fund

NAV$13.75
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Returns Overview

1 Month
+1.04%
3 Months
-0.51%
6 Months
+6.60%
YTD
+6.60%
1 Year
+8.83%
3 Years (annualized)
+14.26%
5 Years (annualized)
+2.13%

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
PROUpgrade to run
📉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)
+6.60%
Peer Avg (YTD)
+7.47%
vs Peers
-0.88%

ACREX Mutual Fund Performance

ACREX performance across multiple time periods: 1-month 1.04%, YTD 6.60%, 1-year 8.83%, 3-year 14.26%, 5-year 2.13%.

ACREX returns trail the peer average of 7.47% 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.