ARRFX Mutual Fund

ARRFX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
+7.34%
3 Months
-0.84%
6 Months
+2.04%
YTD
-0.76%
1 Year
+4.20%
3 Years (annualized)
+14.01%
5 Years (annualized)
+5.34%
10 Years (annualized)
+8.20%

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
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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+8.01%
vs Peers
-8.77%

ARRFX Mutual Fund Performance

ARRFX performance across multiple time periods: 1-month 7.34%, YTD -0.76%, 1-year 4.20%, 3-year 14.01%, 5-year 5.34%, 10-year 8.20%.

ARRFX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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