ARYTX Mutual Fund

NAV$14.83
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Returns Overview

1 Month
+1.73%
3 Months
+8.98%
6 Months
+10.54%
YTD
+10.29%
1 Year
+14.15%
3 Years (annualized)
+10.45%
5 Years (annualized)
+3.80%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYTX 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
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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)
+10.29%
Peer Avg (YTD)
+11.24%
vs Peers
-0.95%

ARYTX Mutual Fund Performance

ARYTX performance across multiple time periods: 1-month 1.73%, YTD 10.29%, 1-year 14.15%, 3-year 10.45%, 5-year 3.80%, 10-year 5.65%.

ARYTX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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