ACREX Mutual Fund

ACREX Mutual Fund

NAV$13.41
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Returns Overview

1 Month
-1.90%
3 Months
+5.17%
6 Months
+12.20%
YTD
+5.50%
1 Year
+3.36%
3 Years (annualized)
+9.58%
5 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACREX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+7.86%
vs Peers
-2.37%

ACREX Mutual Fund Performance

ACREX performance across multiple time periods: 1-month -1.90%, YTD 5.50%, 1-year 3.36%, 3-year 9.58%, 5-year 1.27%.

ACREX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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