ARFMX Mutual Fund

ARFMX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
-0.19%
3 Months
-1.46%
6 Months
+1.24%
YTD
+5.22%
1 Year
+6.81%
3 Years (annualized)
+14.84%
5 Years (annualized)
+4.90%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFMX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+6.71%
vs Peers
-1.49%

ARFMX Mutual Fund Performance

ARFMX performance across multiple time periods: 1-month -0.19%, YTD 5.22%, 1-year 6.81%, 3-year 14.84%, 5-year 4.90%, 10-year 8.81%.

ARFMX returns trail the peer average of 6.71% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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