ARBOX Mutual Fund

NAV$11.97

Returns Overview

1 Month
+0.66%
3 Months
+3.42%
6 Months
+5.05%
YTD
+4.95%
1 Year
+9.18%
3 Years (annualized)
+7.10%
5 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBOX 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
Hfrx Fixed Income Convertible Arbitrage Index
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+1.29%
vs Peers
+3.66%

ARBOX Mutual Fund Performance

ARBOX performance across multiple time periods: 1-month 0.66%, YTD 4.95%, 1-year 9.18%, 3-year 7.10%, 5-year 4.76%.

ARBOX returns outperform the peer average of 1.29% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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