ARSRX Mutual Fund

ARSRX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
+0.23%
3 Months
+1.86%
6 Months
+3.07%
YTD
+4.30%
1 Year
+9.09%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.41%

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)
+4.30%
Peer Avg (YTD)
+6.99%
vs Peers
-2.69%

ARSRX Mutual Fund Performance

ARSRX performance across multiple time periods: 1-month 0.23%, YTD 4.30%, 1-year 9.09%, 3-year 8.35%, 5-year 3.66%, 10-year 5.41%.

ARSRX returns trail the peer average of 6.99% 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.