AREDX Mutual Fund

AREDX Mutual Fund

NAV$27.81
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Returns Overview

1 Month
-5.31%
3 Months
-6.05%
6 Months
+3.12%
YTD
+6.42%
1 Year
+4.89%
3 Years (annualized)
+10.29%
5 Years (annualized)
+2.61%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREDX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+4.73%
vs Peers
+1.69%

AREDX Mutual Fund Performance

AREDX performance across multiple time periods: 1-month -5.31%, YTD 6.42%, 1-year 4.89%, 3-year 10.29%, 5-year 2.61%, 10-year 5.31%.

AREDX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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