ARFFX Mutual Fund

NAV$19.52

Returns Overview

1 Month
+0.53%
3 Months
+2.14%
6 Months
+9.60%
YTD
+8.35%
1 Year
+31.69%
3 Years (annualized)
+15.97%
5 Years (annualized)
+6.28%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+10.82%
vs Peers
-2.46%

ARFFX Mutual Fund Performance

ARFFX performance across multiple time periods: 1-month 0.53%, YTD 8.35%, 1-year 31.69%, 3-year 15.97%, 5-year 6.28%, 10-year 9.71%.

ARFFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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