ARBOX Mutual Fund

ARBOX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
-0.17%
3 Months
+0.49%
6 Months
+2.99%
YTD
+4.78%
1 Year
+7.60%
3 Years (annualized)
+6.85%
5 Years (annualized)
+4.69%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+4.78%
Peer Avg (YTD)
+2.10%
vs Peers
+2.68%

ARBOX Mutual Fund Performance

ARBOX performance across multiple time periods: 1-month -0.17%, YTD 4.78%, 1-year 7.60%, 3-year 6.85%, 5-year 4.69%.

ARBOX returns outperform the peer average of 2.10% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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