AKREX Mutual Fund

AKREX Mutual Fund

NAV$62.87
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Returns Overview

1 Month
-5.38%
3 Months
-3.73%
6 Months
+2.44%
YTD
+4.11%
1 Year
+3.42%
3 Years (annualized)
+22.22%
5 Years (annualized)
+11.85%
10 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AKREX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+14.91%
vs Peers
-10.80%

AKREX Mutual Fund Performance

AKREX performance across multiple time periods: 1-month -5.38%, YTD 4.11%, 1-year 3.42%, 3-year 22.22%, 5-year 11.85%, 10-year 15.46%.

AKREX returns trail the peer average of 14.91% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AKREX performance comparison shows side-by-side returns with another fund. AKREX alternatives are available in the Mutual Fund Screener.