AREEX Mutual Fund

AREEX Mutual Fund

NAV$27.65
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Returns Overview

1 Month
-5.34%
3 Months
-6.19%
6 Months
+2.80%
YTD
+5.98%
1 Year
+4.28%
3 Years (annualized)
+9.63%
5 Years (annualized)
+1.99%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREEX 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)
+5.98%
Peer Avg (YTD)
+4.73%
vs Peers
+1.25%

AREEX Mutual Fund Performance

AREEX performance across multiple time periods: 1-month -5.34%, YTD 5.98%, 1-year 4.28%, 3-year 9.63%, 5-year 1.99%, 10-year 4.68%.

AREEX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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