ARYEX Mutual Fund

NAV$29.55

Returns Overview

1 Month
+1.60%
3 Months
+9.72%
6 Months
+13.49%
YTD
+13.27%
1 Year
+14.11%
3 Years (annualized)
+10.53%
5 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYEX 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)
+13.27%
Peer Avg (YTD)
+11.24%
vs Peers
+2.03%

ARYEX Mutual Fund Performance

ARYEX performance across multiple time periods: 1-month 1.60%, YTD 13.27%, 1-year 14.11%, 3-year 10.53%, 5-year 4.14%.

ARYEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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