ARSMX Mutual Fund

ARSMX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+3.66%
3 Months
+6.82%
6 Months
+7.70%
YTD
+9.73%
1 Year
+12.50%
3 Years (annualized)
+10.89%
5 Years (annualized)
+8.37%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSMX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.73%
Peer Avg (YTD)
+9.54%
vs Peers
+0.19%

ARSMX Mutual Fund Performance

ARSMX performance across multiple time periods: 1-month 3.66%, YTD 9.73%, 1-year 12.50%, 3-year 10.89%, 5-year 8.37%, 10-year 10.71%.

ARSMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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