AREMX Mutual Fund

AREMX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
-0.33%
3 Months
-1.51%
6 Months
+1.39%
YTD
+5.68%
1 Year
+7.44%
3 Years (annualized)
+15.73%
5 Years (annualized)
+5.35%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+6.71%
vs Peers
-1.03%

AREMX Mutual Fund Performance

AREMX performance across multiple time periods: 1-month -0.33%, YTD 5.68%, 1-year 7.44%, 3-year 15.73%, 5-year 5.35%, 10-year 9.20%.

AREMX returns trail the peer average of 6.71% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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