AREWX Mutual Fund

AREWX Mutual Fund

NAV$27.34
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Returns Overview

1 Month
-5.40%
3 Months
-6.25%
6 Months
+2.66%
YTD
+5.74%
1 Year
+3.99%
3 Years (annualized)
+9.37%
5 Years (annualized)
+1.74%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREWX 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)
+5.74%
Peer Avg (YTD)
+4.73%
vs Peers
+1.00%

AREWX Mutual Fund Performance

AREWX performance across multiple time periods: 1-month -5.40%, YTD 5.74%, 1-year 3.99%, 3-year 9.37%, 5-year 1.74%, 10-year 4.42%.

AREWX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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