ARSRX Mutual Fund

ARSRX Mutual Fund

NAV$12.89
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Returns Overview

1 Month
+0.77%
3 Months
+1.23%
6 Months
+2.49%
YTD
+5.11%
1 Year
+7.87%
3 Years (annualized)
+8.44%
5 Years (annualized)
+3.23%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+8.76%
vs Peers
-3.65%

ARSRX Mutual Fund Performance

ARSRX performance across multiple time periods: 1-month 0.77%, YTD 5.11%, 1-year 7.87%, 3-year 8.44%, 5-year 3.23%, 10-year 5.20%.

ARSRX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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