ARYVX Mutual Fund

ARYVX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-5.49%
3 Months
-7.27%
6 Months
+1.32%
YTD
+2.84%
1 Year
+2.75%
3 Years (annualized)
+10.41%
5 Years (annualized)
+2.20%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYVX 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
S&P Developed REIT Index(^SREIT)
This Mutual Fund (YTD)
+2.84%
Peer Avg (YTD)
+4.73%
vs Peers
-1.90%

ARYVX Mutual Fund Performance

ARYVX performance across multiple time periods: 1-month -5.49%, YTD 2.84%, 1-year 2.75%, 3-year 10.41%, 5-year 2.20%, 10-year 5.81%.

ARYVX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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