ARYVX Mutual Fund

NAV$15.40

Returns Overview

1 Month
+2.05%
3 Months
+5.62%
6 Months
+12.24%
YTD
+14.93%
1 Year
+15.31%
3 Years (annualized)
+11.55%
5 Years (annualized)
+3.79%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYVX 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
S&P Developed REIT Index(^SREIT)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+11.24%
vs Peers
+3.68%

ARYVX Mutual Fund Performance

ARYVX performance across multiple time periods: 1-month 2.05%, YTD 14.93%, 1-year 15.31%, 3-year 11.55%, 5-year 3.79%, 10-year 6.18%.

ARYVX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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