ARFSX Mutual Fund

NAV$16.20

Returns Overview

1 Month
+0.32%
3 Months
+9.32%
6 Months
+7.61%
YTD
+7.10%
1 Year
+15.61%
3 Years (annualized)
+13.10%
5 Years (annualized)
+6.38%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+7.64%
vs Peers
-0.54%

ARFSX Mutual Fund Performance

ARFSX performance across multiple time periods: 1-month 0.32%, YTD 7.10%, 1-year 15.61%, 3-year 13.10%, 5-year 6.38%, 10-year 9.69%.

ARFSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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