ARRKX Mutual Fund

ARRKX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-2.16%
3 Months
+1.76%
6 Months
-7.84%
YTD
+2.41%
1 Year
+4.26%
3 Years (annualized)
-3.31%
5 Years (annualized)
+6.85%
10 Years (annualized)
+2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARRKX 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
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+2.56%
vs Peers
-0.15%

ARRKX Mutual Fund Performance

ARRKX performance across multiple time periods: 1-month -2.16%, YTD 2.41%, 1-year 4.26%, 3-year -3.31%, 5-year 6.85%, 10-year 2.82%.

ARRKX returns trail the peer average of 2.56% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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