ARZMX Mutual Fund

ARZMX Mutual Fund

NAV$16.30
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Returns Overview

1 Month
+2.62%
3 Months
+6.60%
6 Months
+7.78%
YTD
+9.43%
1 Year
+10.98%
3 Years (annualized)
+10.58%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARZMX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+15.31%
vs Peers
-5.88%

ARZMX Mutual Fund Performance

ARZMX performance across multiple time periods: 1-month 2.62%, YTD 9.43%, 1-year 10.98%, 3-year 10.58%, 5-year 7.93%, 10-year 10.31%.

ARZMX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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