ARCUX Mutual Fund

ARCUX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+0.27%
3 Months
+2.20%
6 Months
+3.72%
YTD
+5.08%
1 Year
+10.67%
3 Years (annualized)
+9.49%
5 Years (annualized)
+4.56%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARCUX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+6.99%
vs Peers
-1.91%

ARCUX Mutual Fund Performance

ARCUX performance across multiple time periods: 1-month 0.27%, YTD 5.08%, 1-year 10.67%, 3-year 9.49%, 5-year 4.56%, 10-year 7.54%.

ARCUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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