ARFWX Mutual Fund

NAV$16.07

Returns Overview

1 Month
+0.25%
3 Months
+9.20%
6 Months
+7.27%
YTD
+6.77%
1 Year
+14.81%
3 Years (annualized)
+12.34%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFWX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+7.64%
vs Peers
-0.87%

ARFWX Mutual Fund Performance

ARFWX performance across multiple time periods: 1-month 0.25%, YTD 6.77%, 1-year 14.81%, 3-year 12.34%, 5-year 5.65%, 10-year 8.94%.

ARFWX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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