ARREX Mutual Fund

ARREX Mutual Fund

NAV$29.30
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Returns Overview

1 Month
+2.01%
3 Months
+3.04%
6 Months
+13.09%
YTD
+15.47%
1 Year
+17.18%
3 Years (annualized)
+10.25%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARREX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+12.53%
vs Peers
+2.94%

ARREX Mutual Fund Performance

ARREX performance across multiple time periods: 1-month 2.01%, YTD 15.47%, 1-year 17.18%, 3-year 10.25%, 5-year 3.52%, 10-year 5.07%.

ARREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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