AREWX Mutual Fund

NAV$29.03

Returns Overview

1 Month
+1.52%
3 Months
+9.50%
6 Months
+13.01%
YTD
+12.79%
1 Year
+13.13%
3 Years (annualized)
+9.59%
5 Years (annualized)
+3.26%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREWX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+12.79%
Peer Avg (YTD)
+11.24%
vs Peers
+1.54%

AREWX Mutual Fund Performance

AREWX performance across multiple time periods: 1-month 1.52%, YTD 12.79%, 1-year 13.13%, 3-year 9.59%, 5-year 3.26%, 10-year 4.53%.

AREWX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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