ARYCX Mutual Fund

NAV$28.21

Returns Overview

1 Month
+1.51%
3 Months
+9.36%
6 Months
+12.74%
YTD
+12.56%
1 Year
+12.56%
3 Years (annualized)
+9.05%
5 Years (annualized)
+2.75%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYCX 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)
+12.56%
Peer Avg (YTD)
+11.24%
vs Peers
+1.31%

ARYCX Mutual Fund Performance

ARYCX performance across multiple time periods: 1-month 1.51%, YTD 12.56%, 1-year 12.56%, 3-year 9.05%, 5-year 2.75%, 10-year 4.01%.

ARYCX 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.

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