AREEX Mutual Fund

NAV$29.36

Returns Overview

1 Month
+1.56%
3 Months
+9.58%
6 Months
+13.19%
YTD
+12.97%
1 Year
+13.42%
3 Years (annualized)
+9.87%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+11.24%
vs Peers
+1.73%

AREEX Mutual Fund Performance

AREEX performance across multiple time periods: 1-month 1.56%, YTD 12.97%, 1-year 13.42%, 3-year 9.87%, 5-year 3.53%, 10-year 4.79%.

AREEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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