ARAIX Mutual Fund

ARAIX Mutual Fund

NAV$85.47
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Returns Overview

1 Month
+1.04%
3 Months
+7.96%
6 Months
+7.60%
YTD
+12.28%
1 Year
+26.37%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.17%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARAIX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.28%
Peer Avg (YTD)
+15.31%
vs Peers
-3.03%

ARAIX Mutual Fund Performance

ARAIX performance across multiple time periods: 1-month 1.04%, YTD 12.28%, 1-year 26.37%, 3-year 13.47%, 5-year 7.17%, 10-year 10.77%.

ARAIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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