ARBIX Mutual Fund

ARBIX Mutual Fund

NAV$11.84
See how much of ARBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
-1.25%
6 Months
+0.59%
YTD
+3.73%
1 Year
+4.42%
3 Years (annualized)
+6.81%
5 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Hfrx Fixed Income Convertible Arbitrage Index
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+2.25%
vs Peers
+1.48%

ARBIX Mutual Fund Performance

ARBIX performance across multiple time periods: 1-month -0.42%, YTD 3.73%, 1-year 4.42%, 3-year 6.81%, 5-year 5.09%.

ARBIX returns outperform the peer average of 2.25% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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