ARYEX Mutual Fund

ARYEX Mutual Fund

NAV$27.45
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Returns Overview

1 Month
-2.74%
3 Months
+0.80%
6 Months
+2.63%
YTD
+12.38%
1 Year
+11.02%
3 Years (annualized)
+10.29%
5 Years (annualized)
+2.60%
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)
+12.38%
Peer Avg (YTD)
+9.10%
vs Peers
+3.29%

ARYEX Mutual Fund Performance

ARYEX performance across multiple time periods: 1-month -2.74%, YTD 12.38%, 1-year 11.02%, 3-year 10.29%, 5-year 2.60%, 10-year 5.22%.

ARYEX returns outperform the peer average of 9.10% 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.