AREWX Mutual Fund

AREWX Mutual Fund

NAV$29.26
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Returns Overview

1 Month
+1.94%
3 Months
+2.84%
6 Months
+12.65%
YTD
+14.98%
1 Year
+16.37%
3 Years (annualized)
+9.46%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.35%

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
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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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+14.98%
Peer Avg (YTD)
+12.53%
vs Peers
+2.45%

AREWX Mutual Fund Performance

AREWX performance across multiple time periods: 1-month 1.94%, YTD 14.98%, 1-year 16.37%, 3-year 9.46%, 5-year 2.80%, 10-year 4.35%.

AREWX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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