ARSZX Mutual Fund

ARSZX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
+3.69%
3 Months
+6.92%
6 Months
+7.76%
YTD
+9.92%
1 Year
+12.80%
3 Years (annualized)
+11.21%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSZX 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
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📉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)
+9.92%
Peer Avg (YTD)
+9.54%
vs Peers
+0.38%

ARSZX Mutual Fund Performance

ARSZX performance across multiple time periods: 1-month 3.69%, YTD 9.92%, 1-year 12.80%, 3-year 11.21%, 5-year 7.74%, 10-year 10.72%.

ARSZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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