ARYCX Mutual Fund

ARYCX Mutual Fund

NAV$26.57
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Returns Overview

1 Month
-5.43%
3 Months
-6.37%
6 Months
+2.39%
YTD
+5.39%
1 Year
+3.49%
3 Years (annualized)
+8.83%
5 Years (annualized)
+1.23%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYCX 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)
+5.39%
Peer Avg (YTD)
+4.73%
vs Peers
+0.65%

ARYCX Mutual Fund Performance

ARYCX performance across multiple time periods: 1-month -5.43%, YTD 5.39%, 1-year 3.49%, 3-year 8.83%, 5-year 1.23%, 10-year 3.90%.

ARYCX 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.

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