AREUX Mutual Fund

AREUX Mutual Fund

NAV$14.22
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Returns Overview

1 Month
-0.28%
3 Months
-1.32%
6 Months
+1.72%
YTD
+6.20%
1 Year
+8.04%
3 Years (annualized)
+16.42%
5 Years (annualized)
+5.97%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREUX 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)
+6.20%
Peer Avg (YTD)
+6.71%
vs Peers
-0.50%

AREUX Mutual Fund Performance

AREUX performance across multiple time periods: 1-month -0.28%, YTD 6.20%, 1-year 8.04%, 3-year 16.42%, 5-year 5.97%, 10-year 9.85%.

AREUX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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