ARHUX Mutual Fund

ARHUX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-0.41%
3 Months
-1.41%
6 Months
+1.87%
YTD
+6.51%
1 Year
+8.45%
3 Years (annualized)
+16.92%
5 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARHUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+14.77%
vs Peers
-8.26%

ARHUX Mutual Fund Performance

ARHUX performance across multiple time periods: 1-month -0.41%, YTD 6.51%, 1-year 8.45%, 3-year 16.92%, 5-year 6.18%.

ARHUX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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