ARIMX Mutual Fund

ARIMX Mutual Fund

NAV$11.23
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Returns Overview

1 Month
+7.81%
3 Months
-0.37%
6 Months
+6.44%
YTD
+9.43%
1 Year
+12.81%
3 Years (annualized)
+13.20%
5 Years (annualized)
+7.31%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIMX 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
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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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+8.01%
vs Peers
+1.42%

ARIMX Mutual Fund Performance

ARIMX performance across multiple time periods: 1-month 7.81%, YTD 9.43%, 1-year 12.81%, 3-year 13.20%, 5-year 7.31%, 10-year 10.76%.

ARIMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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