ARBOX Mutual Fund

ARBOX Mutual Fund

NAV$11.90
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Returns Overview

3 Months
+1.85%
6 Months
+3.69%
YTD
+4.95%
1 Year
+8.53%
3 Years (annualized)
+7.34%
5 Years (annualized)
+5.14%

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)
+4.95%
Peer Avg (YTD)
+1.55%
vs Peers
+3.40%

ARBOX Mutual Fund Performance

ARBOX performance across multiple time periods: YTD 4.95%, 1-year 8.53%, 3-year 7.34%, 5-year 5.14%.

ARBOX returns outperform the peer average of 1.55% 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.