ARMIX Mutual Fund

ARMIX Mutual Fund

NAV$20.76

Returns Overview

1 Month
+4.50%
3 Months
+20.08%
6 Months
+34.63%
YTD
+50.68%
1 Year
+79.46%
3 Years (annualized)
+32.35%
5 Years (annualized)
+21.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARMIX 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
MSCI Emerging Markets Value Index Net
This Mutual Fund (YTD)
+50.68%
Peer Avg (YTD)
+17.66%
vs Peers
+33.02%

ARMIX Mutual Fund Performance

ARMIX performance across multiple time periods: 1-month 4.50%, YTD 50.68%, 1-year 79.46%, 3-year 32.35%, 5-year 21.79%.

ARMIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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