ARMZX Mutual Fund

ARMZX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+0.37%
3 Months
+0.69%
6 Months
+1.73%
YTD
+3.03%
1 Year
+3.78%
3 Years (annualized)
+5.25%
5 Years (annualized)
+3.85%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARMZX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+0.72%
vs Peers
+2.30%

ARMZX Mutual Fund Performance

ARMZX performance across multiple time periods: 1-month 0.37%, YTD 3.03%, 1-year 3.78%, 3-year 5.25%, 5-year 3.85%, 10-year 2.97%.

ARMZX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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