ARYYX Mutual Fund

NAV$15.51

Returns Overview

1 Month
+4.23%
3 Months
+5.58%
6 Months
+13.29%
YTD
+15.57%
1 Year
+15.75%
3 Years (annualized)
+11.94%
5 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARYYX 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)
+15.57%
Peer Avg (YTD)
+11.24%
vs Peers
+4.33%

ARYYX Mutual Fund Performance

ARYYX performance across multiple time periods: 1-month 4.23%, YTD 15.57%, 1-year 15.75%, 3-year 11.94%, 5-year 4.16%.

ARYYX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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