ARMZX Mutual Fund

ARMZX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+0.32%
3 Months
+0.90%
6 Months
+1.90%
YTD
+2.64%
1 Year
+4.29%
3 Years (annualized)
+5.34%
5 Years (annualized)
+3.77%
10 Years (annualized)
+3.03%

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)
+2.64%
Peer Avg (YTD)
+2.15%
vs Peers
+0.49%

ARMZX Mutual Fund Performance

ARMZX performance across multiple time periods: 1-month 0.32%, YTD 2.64%, 1-year 4.29%, 3-year 5.34%, 5-year 3.77%, 10-year 3.03%.

ARMZX returns outperform the peer average of 2.15% 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.