ARRFX Mutual Fund

NAV$13.46

Returns Overview

1 Month
+2.29%
3 Months
-0.87%
6 Months
-4.58%
YTD
-4.73%
1 Year
+12.19%
3 Years (annualized)
+14.39%
5 Years (annualized)
+7.21%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARRFX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
-4.73%
Peer Avg (YTD)
+10.82%
vs Peers
-15.54%

ARRFX Mutual Fund Performance

ARRFX performance across multiple time periods: 1-month 2.29%, YTD -4.73%, 1-year 12.19%, 3-year 14.39%, 5-year 7.21%, 10-year 10.21%.

ARRFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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