ARVIX Mutual Fund

ARVIX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
+0.23%
3 Months
+3.25%
6 Months
+15.77%
YTD
+32.46%
1 Year
+45.60%
3 Years (annualized)
+24.81%
5 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARVIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+32.46%
Peer Avg (YTD)
+12.44%
vs Peers
+20.02%

ARVIX Mutual Fund Performance

ARVIX performance across multiple time periods: 1-month 0.23%, YTD 32.46%, 1-year 45.60%, 3-year 24.81%, 5-year 16.73%.

ARVIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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