ARFEX Mutual Fund

ARFEX Mutual Fund

NAV$13.46
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Returns Overview

1 Month
-0.08%
3 Months
+2.80%
6 Months
+5.09%
YTD
+7.05%
1 Year
+14.65%
3 Years (annualized)
+12.34%
5 Years (annualized)
+6.27%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFEX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+6.99%
vs Peers
+0.06%

ARFEX Mutual Fund Performance

ARFEX performance across multiple time periods: 1-month -0.08%, YTD 7.05%, 1-year 14.65%, 3-year 12.34%, 5-year 6.27%, 10-year 9.33%.

ARFEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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