ARHBX Mutual Fund

NAV$15.93

Returns Overview

1 Month
+0.76%
3 Months
+6.63%
6 Months
+15.52%
YTD
+21.60%
1 Year
+19.87%
3 Years (annualized)
+18.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHBX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+21.60%
Peer Avg (YTD)
+11.18%
vs Peers
+10.42%

ARHBX Mutual Fund Performance

ARHBX performance across multiple time periods: 1-month 0.76%, YTD 21.60%, 1-year 19.87%, 3-year 18.13%.

ARHBX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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