ARECX Mutual Fund

ARECX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-2.27%
3 Months
+1.57%
6 Months
-8.21%
YTD
+2.23%
1 Year
+3.45%
3 Years (annualized)
-4.04%
5 Years (annualized)
+6.03%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARECX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+2.56%
vs Peers
-0.33%

ARECX Mutual Fund Performance

ARECX performance across multiple time periods: 1-month -2.27%, YTD 2.23%, 1-year 3.45%, 3-year -4.04%, 5-year 6.03%, 10-year 2.06%.

ARECX returns trail the peer average of 2.56% YTD. With an expense ratio of 2.74%, investors should weigh costs against performance when evaluating this mutual fund.

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