ARHFX Mutual Fund

ARHFX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-0.48%
3 Months
-1.61%
6 Months
+1.52%
YTD
+5.92%
1 Year
+7.77%
3 Years (annualized)
+16.11%
5 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHFX 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)
+5.92%
Peer Avg (YTD)
+14.77%
vs Peers
-8.84%

ARHFX Mutual Fund Performance

ARHFX performance across multiple time periods: 1-month -0.48%, YTD 5.92%, 1-year 7.77%, 3-year 16.11%, 5-year 5.45%.

ARHFX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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