ARVIX Mutual Fund

NAV$17.50

Returns Overview

1 Month
-1.26%
3 Months
+20.19%
6 Months
+26.68%
YTD
+24.38%
1 Year
+48.98%
3 Years (annualized)
+24.31%
5 Years (annualized)
+15.44%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+24.38%
Peer Avg (YTD)
+9.49%
vs Peers
+14.89%

ARVIX Mutual Fund Performance

ARVIX performance across multiple time periods: 1-month -1.26%, YTD 24.38%, 1-year 48.98%, 3-year 24.31%, 5-year 15.44%.

ARVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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