ARAIX Mutual Fund

NAV$87.36

Returns Overview

1 Month
+7.05%
3 Months
+13.67%
6 Months
+12.08%
YTD
+11.13%
1 Year
+30.23%
3 Years (annualized)
+16.83%
5 Years (annualized)
+9.27%
10 Years (annualized)
+15.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+18.52%
vs Peers
-7.39%

ARAIX Mutual Fund Performance

ARAIX performance across multiple time periods: 1-month 7.05%, YTD 11.13%, 1-year 30.23%, 3-year 16.83%, 5-year 9.27%, 10-year 15.00%.

ARAIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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