AREVX Mutual Fund

AREVX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
-2.65%
3 Months
-1.18%
6 Months
+8.77%
YTD
+6.25%
1 Year
+9.03%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.35%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREVX 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)
+6.25%
Peer Avg (YTD)
+7.09%
vs Peers
-0.84%

AREVX Mutual Fund Performance

AREVX performance across multiple time periods: 1-month -2.65%, YTD 6.25%, 1-year 9.03%, 3-year 14.36%, 5-year 6.35%, 10-year 9.64%.

AREVX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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