AREUX Mutual Fund

NAV$14.78

Returns Overview

1 Month
+0.35%
3 Months
+10.17%
6 Months
+8.35%
YTD
+7.70%
1 Year
+16.81%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.07%
10 Years (annualized)
+10.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+7.64%
vs Peers
+0.06%

AREUX Mutual Fund Performance

AREUX performance across multiple time periods: 1-month 0.35%, YTD 7.70%, 1-year 16.81%, 3-year 14.12%, 5-year 7.07%, 10-year 10.20%.

AREUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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