ARSIX Mutual Fund

ARSIX Mutual Fund

NAV$16.49
See how much of ARSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.38%
3 Months
-2.50%
6 Months
+3.89%
YTD
+6.52%
1 Year
+9.55%
3 Years (annualized)
+11.31%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.97%

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)
+6.52%
Peer Avg (YTD)
+12.21%
vs Peers
-5.69%

ARSIX Mutual Fund Performance

ARSIX performance across multiple time periods: 1-month 6.38%, YTD 6.52%, 1-year 9.55%, 3-year 11.31%, 5-year 7.00%, 10-year 9.97%.

ARSIX returns trail the peer average of 12.21% 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.