AREFX Mutual Fund

AREFX Mutual Fund

NAV$18.62
See how much of AREFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+2.81%
6 Months
+4.87%
YTD
+6.89%
1 Year
+14.09%
3 Years (annualized)
+11.63%
5 Years (annualized)
+5.38%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREFX 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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+6.99%
vs Peers
-0.10%

AREFX Mutual Fund Performance

AREFX performance across multiple time periods: 1-month -0.11%, YTD 6.89%, 1-year 14.09%, 3-year 11.63%, 5-year 5.38%, 10-year 8.51%.

AREFX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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