ARBCX Mutual Fund

NAV$12.38

Returns Overview

1 Month
+0.16%
3 Months
+0.57%
6 Months
+1.06%
YTD
+1.31%
1 Year
+4.84%
3 Years (annualized)
+5.40%
5 Years (annualized)
+2.36%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+3.47%
vs Peers
-2.16%

ARBCX Mutual Fund Performance

ARBCX performance across multiple time periods: 1-month 0.16%, YTD 1.31%, 1-year 4.84%, 3-year 5.40%, 5-year 2.36%, 10-year 2.49%.

ARBCX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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