ARFMX Mutual Fund

ARFMX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
+1.40%
3 Months
+1.52%
6 Months
+4.51%
YTD
+8.27%
1 Year
+12.68%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFMX 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)
+8.27%
Peer Avg (YTD)
+8.76%
vs Peers
-0.49%

ARFMX Mutual Fund Performance

ARFMX performance across multiple time periods: 1-month 1.40%, YTD 8.27%, 1-year 12.68%, 3-year 13.17%, 5-year 5.54%, 10-year 8.76%.

ARFMX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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