AREMX Mutual Fund

AREMX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+1.51%
3 Months
+1.68%
6 Months
+5.03%
YTD
+8.92%
1 Year
+13.64%
3 Years (annualized)
+14.06%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREMX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+8.76%
vs Peers
+0.16%

AREMX Mutual Fund Performance

AREMX performance across multiple time periods: 1-month 1.51%, YTD 8.92%, 1-year 13.64%, 3-year 14.06%, 5-year 6.08%, 10-year 9.36%.

AREMX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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