AREFX Mutual Fund

AREFX Mutual Fund

NAV$18.00
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Returns Overview

1 Month
-0.39%
3 Months
-1.69%
6 Months
+1.07%
YTD
+5.08%
1 Year
+6.65%
3 Years (annualized)
+14.86%
5 Years (annualized)
+4.56%
10 Years (annualized)
+8.39%

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
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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)
+5.08%
Peer Avg (YTD)
+6.70%
vs Peers
-1.62%

AREFX Mutual Fund Performance

AREFX performance across multiple time periods: 1-month -0.39%, YTD 5.08%, 1-year 6.65%, 3-year 14.86%, 5-year 4.56%, 10-year 8.39%.

AREFX returns trail the peer average of 6.70% 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.