ARAEX Mutual Fund

ARAEX Mutual Fund

NAV$10.74
See how much of ARAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.77%
3 Months
+2.15%
6 Months
+5.80%
YTD
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARAEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+7.17%
vs Peers
+2.77%

ARAEX Mutual Fund Performance

ARAEX performance across multiple time periods: 1-month 1.77%, YTD 9.94%.

ARAEX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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