AREUX Mutual Fund

AREUX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+1.60%
3 Months
+1.88%
6 Months
+5.33%
YTD
+9.34%
1 Year
+14.33%
3 Years (annualized)
+14.75%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREUX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+8.76%
vs Peers
+0.58%

AREUX Mutual Fund Performance

AREUX performance across multiple time periods: 1-month 1.60%, YTD 9.34%, 1-year 14.33%, 3-year 14.75%, 5-year 6.72%, 10-year 9.92%.

AREUX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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