ARFWX Mutual Fund

ARFWX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-0.19%
3 Months
+2.61%
6 Months
+4.65%
YTD
+6.56%
1 Year
+13.64%
3 Years (annualized)
+11.39%
5 Years (annualized)
+5.37%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFWX 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)
+6.56%
Peer Avg (YTD)
+6.99%
vs Peers
-0.43%

ARFWX Mutual Fund Performance

ARFWX performance across multiple time periods: 1-month -0.19%, YTD 6.56%, 1-year 13.64%, 3-year 11.39%, 5-year 5.37%, 10-year 8.52%.

ARFWX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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