ARYEX Mutual Fund

ARYEX Mutual Fund

NAV$29.79
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Returns Overview

1 Month
+2.01%
3 Months
+3.07%
6 Months
+13.12%
YTD
+15.55%
1 Year
+17.35%
3 Years (annualized)
+10.40%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.22%

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
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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)
+15.55%
Peer Avg (YTD)
+12.53%
vs Peers
+3.02%

ARYEX Mutual Fund Performance

ARYEX performance across multiple time periods: 1-month 2.01%, YTD 15.55%, 1-year 17.35%, 3-year 10.40%, 5-year 3.67%, 10-year 5.22%.

ARYEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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