ARFSX Mutual Fund

ARFSX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
-0.13%
3 Months
-1.33%
6 Months
+1.50%
YTD
+5.62%
1 Year
+7.30%
3 Years (annualized)
+15.39%
5 Years (annualized)
+5.37%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFSX 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)
+5.62%
Peer Avg (YTD)
+14.77%
vs Peers
-9.15%

ARFSX Mutual Fund Performance

ARFSX performance across multiple time periods: 1-month -0.13%, YTD 5.62%, 1-year 7.30%, 3-year 15.39%, 5-year 5.37%, 10-year 9.30%.

ARFSX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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