AREEX Mutual Fund

AREEX Mutual Fund

NAV$29.60
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Returns Overview

1 Month
+1.96%
3 Months
+2.94%
6 Months
+12.83%
YTD
+15.18%
1 Year
+15.58%
3 Years (annualized)
+9.74%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.61%

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
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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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+12.53%
vs Peers
+2.65%

AREEX Mutual Fund Performance

AREEX performance across multiple time periods: 1-month 1.96%, YTD 15.18%, 1-year 15.58%, 3-year 9.74%, 5-year 3.06%, 10-year 4.61%.

AREEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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