ARYWX Mutual Fund

ARYWX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
+1.76%
3 Months
+1.96%
6 Months
+9.30%
YTD
+12.57%
1 Year
+17.97%
3 Years (annualized)
+10.55%
5 Years (annualized)
+2.95%
10 Years (annualized)
+5.91%

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)
+12.57%
Peer Avg (YTD)
+12.53%
vs Peers
+0.03%

ARYWX Mutual Fund Performance

ARYWX performance across multiple time periods: 1-month 1.76%, YTD 12.57%, 1-year 17.97%, 3-year 10.55%, 5-year 2.95%, 10-year 5.91%.

ARYWX returns outperform the peer average of 12.53% 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.