AREVX Mutual Fund

AREVX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
-0.33%
3 Months
-1.45%
6 Months
+1.55%
YTD
+5.90%
1 Year
+7.65%
3 Years (annualized)
+16.03%
5 Years (annualized)
+5.61%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREVX 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)
+5.90%
Peer Avg (YTD)
+14.77%
vs Peers
-8.87%

AREVX Mutual Fund Performance

AREVX performance across multiple time periods: 1-month -0.33%, YTD 5.90%, 1-year 7.65%, 3-year 16.03%, 5-year 5.61%, 10-year 9.47%.

AREVX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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