ARYGX Mutual Fund

ARYGX Mutual Fund

NAV$14.69
See how much of ARYGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.24%
3 Months
-6.79%
6 Months
-4.78%
YTD
+5.29%
1 Year
+5.95%
3 Years (annualized)
+12.94%
5 Years (annualized)
+1.57%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed REIT Index(^SREIT)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+7.23%
vs Peers
-1.94%

ARYGX Mutual Fund Performance

ARYGX performance across multiple time periods: 1-month 2.24%, YTD 5.29%, 1-year 5.95%, 3-year 12.94%, 5-year 1.57%, 10-year 6.01%.

ARYGX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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