ARYWX Mutual Fund

ARYWX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-3.65%
3 Months
-0.28%
6 Months
-1.36%
YTD
+8.45%
1 Year
+9.08%
3 Years (annualized)
+9.89%
5 Years (annualized)
+1.70%
10 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYWX 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
S&P Developed REIT Index(^SREIT)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.10%
vs Peers
-0.64%

ARYWX Mutual Fund Performance

ARYWX performance across multiple time periods: 1-month -3.65%, YTD 8.45%, 1-year 9.08%, 3-year 9.89%, 5-year 1.70%, 10-year 5.17%.

ARYWX returns trail the peer average of 9.10% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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