ARSIX Mutual Fund

ARSIX Mutual Fund

NAV$16.42
See how much of ARSIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.56%
3 Months
+6.55%
6 Months
+7.60%
YTD
+9.25%
1 Year
+10.78%
3 Years (annualized)
+10.45%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+15.31%
vs Peers
-6.06%

ARSIX Mutual Fund Performance

ARSIX performance across multiple time periods: 1-month 2.56%, YTD 9.25%, 1-year 10.78%, 3-year 10.45%, 5-year 7.83%, 10-year 10.25%.

ARSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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