ARYGX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
+1.78%
3 Months
+9.32%
6 Months
+11.20%
YTD
+10.95%
1 Year
+15.51%
3 Years (annualized)
+11.75%
5 Years (annualized)
+3.99%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
S&P Developed REIT Index(^SREIT)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+11.24%
vs Peers
-0.29%

ARYGX Mutual Fund Performance

ARYGX performance across multiple time periods: 1-month 1.78%, YTD 10.95%, 1-year 15.51%, 3-year 11.75%, 5-year 3.99%.

ARYGX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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