ARRZX Mutual Fund

ARRZX Mutual Fund

NAV$13.48
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Returns Overview

1 Month
+7.34%
3 Months
-0.76%
6 Months
+2.20%
YTD
-0.53%
1 Year
+16.57%
3 Years (annualized)
+24.89%
5 Years (annualized)
+13.12%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARRZX 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
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📉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)
-0.53%
Peer Avg (YTD)
+8.01%
vs Peers
-8.54%

ARRZX Mutual Fund Performance

ARRZX performance across multiple time periods: 1-month 7.34%, YTD -0.53%, 1-year 16.57%, 3-year 24.89%, 5-year 13.12%, 10-year 8.82%.

ARRZX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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