ARGHX Mutual Fund

NAV$17.71

Returns Overview

1 Month
+0.17%
3 Months
+10.21%
6 Months
+7.87%
YTD
+7.27%
1 Year
+15.81%
3 Years (annualized)
+12.94%
5 Years (annualized)
+5.86%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARGHX 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)
+7.27%
Peer Avg (YTD)
+7.64%
vs Peers
-0.37%

ARGHX Mutual Fund Performance

ARGHX performance across multiple time periods: 1-month 0.17%, YTD 7.27%, 1-year 15.81%, 3-year 12.94%, 5-year 5.86%, 10-year 9.02%.

ARGHX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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