ARIMX Mutual Fund

NAV$11.12

Returns Overview

1 Month
+6.67%
3 Months
+7.98%
6 Months
+6.24%
YTD
+5.92%
1 Year
+9.94%
3 Years (annualized)
+11.27%
5 Years (annualized)
+7.86%
10 Years (annualized)
+11.97%

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
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 Value Index(^R25IV)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+10.82%
vs Peers
-4.90%

ARIMX Mutual Fund Performance

ARIMX performance across multiple time periods: 1-month 6.67%, YTD 5.92%, 1-year 9.94%, 3-year 11.27%, 5-year 7.86%, 10-year 11.97%.

ARIMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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