ARBIX Mutual Fund

ARBIX Mutual Fund

NAV$11.99
See how much of ARBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.86%
6 Months
+3.78%
YTD
+5.04%
1 Year
+8.74%
3 Years (annualized)
+7.12%
5 Years (annualized)
+5.63%

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)
+5.04%
Peer Avg (YTD)
+1.55%
vs Peers
+3.49%

ARBIX Mutual Fund Performance

ARBIX performance across multiple time periods: YTD 5.04%, 1-year 8.74%, 3-year 7.12%, 5-year 5.63%.

ARBIX returns outperform the peer average of 1.55% 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.