ARBFX Mutual Fund

NAV$13.72

Returns Overview

1 Month
+0.59%
3 Months
+0.89%
6 Months
+1.56%
YTD
+1.56%
1 Year
+5.60%
3 Years (annualized)
+6.18%
5 Years (annualized)
+3.24%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBFX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+3.47%
vs Peers
-1.91%

ARBFX Mutual Fund Performance

ARBFX performance across multiple time periods: 1-month 0.59%, YTD 1.56%, 1-year 5.60%, 3-year 6.18%, 5-year 3.24%, 10-year 4.20%.

ARBFX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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