ARIFX Mutual Fund

NAV$14.45

Returns Overview

3 Months
+8.37%
6 Months
+4.81%
YTD
+4.57%
1 Year
+11.88%
3 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIFX 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
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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
MSCI Europe, Australia and Far East (EAFE) Index
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+9.49%
vs Peers
-4.92%

ARIFX Mutual Fund Performance

ARIFX performance across multiple time periods: YTD 4.57%, 1-year 11.88%, 3-year 12.32%.

ARIFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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