ARHMX Mutual Fund

NAV$15.20

Returns Overview

1 Month
+0.27%
3 Months
+10.69%
6 Months
+8.52%
YTD
+7.89%
1 Year
+17.07%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHMX 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)
+7.89%
Peer Avg (YTD)
+7.64%
vs Peers
+0.25%

ARHMX Mutual Fund Performance

ARHMX performance across multiple time periods: 1-month 0.27%, YTD 7.89%, 1-year 17.07%, 3-year 14.03%, 5-year 6.83%.

ARHMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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