ARHBX Mutual Fund

ARHBX Mutual Fund

NAV$16.30
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Returns Overview

1 Month
-1.91%
3 Months
+1.05%
6 Months
+8.97%
YTD
+25.19%
1 Year
+29.19%
3 Years (annualized)
+24.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHBX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+25.19%
Peer Avg (YTD)
+10.55%
vs Peers
+14.64%

ARHBX Mutual Fund Performance

ARHBX performance across multiple time periods: 1-month -1.91%, YTD 25.19%, 1-year 29.19%, 3-year 24.30%.

ARHBX returns outperform the peer average of 10.55% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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