ARCHX Mutual Fund

NAV$21.47

Returns Overview

1 Month
-1.79%
3 Months
+5.06%
6 Months
+6.47%
YTD
+6.03%
1 Year
+17.11%
3 Years (annualized)
+13.06%
5 Years (annualized)
+8.26%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARCHX 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
Dow Jones Moderate US Portfolio Index(^P60GLB)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+6.73%
vs Peers
-0.69%

ARCHX Mutual Fund Performance

ARCHX performance across multiple time periods: 1-month -1.79%, YTD 6.03%, 1-year 17.11%, 3-year 13.06%, 5-year 8.26%, 10-year 9.98%.

ARCHX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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