ARZMX Mutual Fund

NAV$16.55

Returns Overview

1 Month
+7.28%
3 Months
+10.15%
6 Months
+6.50%
YTD
+6.64%
1 Year
+9.62%
3 Years (annualized)
+10.91%
5 Years (annualized)
+9.46%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+18.52%
vs Peers
-11.88%

ARZMX Mutual Fund Performance

ARZMX performance across multiple time periods: 1-month 7.28%, YTD 6.64%, 1-year 9.62%, 3-year 10.91%, 5-year 9.46%.

ARZMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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