ARVIX Mutual Fund

ARVIX Mutual Fund

NAV$15.44
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Returns Overview

1 Month
-6.47%
3 Months
-11.49%
6 Months
-3.07%
YTD
+14.84%
1 Year
+24.55%
3 Years (annualized)
+23.42%
5 Years (annualized)
+13.84%

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
PROUpgrade to run
🏦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)
+14.84%
Peer Avg (YTD)
+12.44%
vs Peers
+2.40%

ARVIX Mutual Fund Performance

ARVIX performance across multiple time periods: 1-month -6.47%, YTD 14.84%, 1-year 24.55%, 3-year 23.42%, 5-year 13.84%.

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.