ARGAX Mutual Fund

NAV$13.67

Returns Overview

1 Month
+0.52%
3 Months
+0.89%
6 Months
+1.57%
YTD
+1.57%
1 Year
+5.57%
3 Years (annualized)
+5.49%
5 Years (annualized)
+2.27%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARGAX 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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+3.47%
vs Peers
-1.91%

ARGAX Mutual Fund Performance

ARGAX performance across multiple time periods: 1-month 0.52%, YTD 1.57%, 1-year 5.57%, 3-year 5.49%, 5-year 2.27%, 10-year 2.84%.

ARGAX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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