ARHUX Mutual Fund

ARHUX Mutual Fund

NAV$15.19
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Returns Overview

3 Months
+3.32%
6 Months
+5.81%
YTD
+8.03%
1 Year
+16.28%
3 Years (annualized)
+13.54%
5 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHUX 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
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📉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)
+8.03%
Peer Avg (YTD)
+6.99%
vs Peers
+1.03%

ARHUX Mutual Fund Performance

ARHUX performance across multiple time periods: YTD 8.03%, 1-year 16.28%, 3-year 13.54%, 5-year 7.06%.

ARHUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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