ARSYX Mutual Fund

ARSYX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
-2.24%
3 Months
+1.77%
6 Months
-7.78%
YTD
+2.42%
1 Year
+4.51%
3 Years (annualized)
-3.08%
5 Years (annualized)
+7.10%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSYX 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 EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+2.56%
vs Peers
-0.13%

ARSYX Mutual Fund Performance

ARSYX performance across multiple time periods: 1-month -2.24%, YTD 2.42%, 1-year 4.51%, 3-year -3.08%, 5-year 7.10%, 10-year 3.09%.

ARSYX returns trail the peer average of 2.56% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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