ACREX Mutual Fund

NAV$13.20

Returns Overview

1 Month
+3.45%
3 Months
+3.45%
6 Months
+2.40%
YTD
+3.69%
1 Year
+1.15%
3 Years (annualized)
+8.11%
5 Years (annualized)
+0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACREX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+9.16%
vs Peers
-5.47%

ACREX Mutual Fund Performance

ACREX performance across multiple time periods: 1-month 3.45%, YTD 3.69%, 1-year 1.15%, 3-year 8.11%, 5-year 0.29%.

ACREX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

ACREX performance comparison shows side-by-side returns with another fund. ACREX alternatives are available in the Mutual Fund Screener.