AREFX Mutual Fund

AREFX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
-2.69%
3 Months
-1.42%
6 Months
+8.20%
YTD
+5.49%
1 Year
+7.92%
3 Years (annualized)
+13.21%
5 Years (annualized)
+5.28%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+7.10%
vs Peers
-1.61%

AREFX Mutual Fund Performance

AREFX performance across multiple time periods: 1-month -2.69%, YTD 5.49%, 1-year 7.92%, 3-year 13.21%, 5-year 5.28%, 10-year 8.54%.

AREFX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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