ARIHX Mutual Fund

NAV$8.09

Returns Overview

1 Month
+4.58%
3 Months
+9.90%
6 Months
+13.60%
YTD
+12.77%
1 Year
+19.68%
3 Years (annualized)
+14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIHX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+18.52%
vs Peers
-5.75%

ARIHX Mutual Fund Performance

ARIHX performance across multiple time periods: 1-month 4.58%, YTD 12.77%, 1-year 19.68%, 3-year 14.36%.

ARIHX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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