AREFX Mutual Fund

NAV$18.65

Returns Overview

1 Month
+0.16%
3 Months
+9.76%
6 Months
+7.57%
YTD
+7.01%
1 Year
+15.23%
3 Years (annualized)
+12.58%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+7.64%
vs Peers
-0.63%

AREFX Mutual Fund Performance

AREFX performance across multiple time periods: 1-month 0.16%, YTD 7.01%, 1-year 15.23%, 3-year 12.58%, 5-year 5.64%, 10-year 8.92%.

AREFX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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