ARFFX Mutual Fund

ARFFX Mutual Fund

NAV$20.61

Returns Overview

1 Month
+4.77%
3 Months
+4.39%
6 Months
+6.73%
YTD
+14.83%
1 Year
+28.38%
3 Years (annualized)
+15.85%
5 Years (annualized)
+9.11%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.83%
Peer Avg (YTD)
+9.54%
vs Peers
+5.29%

ARFFX Mutual Fund Performance

ARFFX performance across multiple time periods: 1-month 4.77%, YTD 14.83%, 1-year 28.38%, 3-year 15.85%, 5-year 9.11%, 10-year 9.62%.

ARFFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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