ARHVX Mutual Fund

ARHVX Mutual Fund

NAV$14.81
See how much of ARHVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+3.32%
6 Months
+5.73%
YTD
+7.95%
1 Year
+16.13%
3 Years (annualized)
+13.35%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+6.99%
vs Peers
+0.96%

ARHVX Mutual Fund Performance

ARHVX performance across multiple time periods: YTD 7.95%, 1-year 16.13%, 3-year 13.35%, 5-year 6.86%.

ARHVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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