ARINX Mutual Fund

NAV$18.06

Returns Overview

1 Month
-0.50%
3 Months
-1.20%
6 Months
-1.69%
YTD
-1.31%
1 Year
+3.32%
3 Years (annualized)
+5.14%
5 Years (annualized)
+1.69%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARINX 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
Barclays Capital US Aggregate Bond Index(^BCUSAB)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+3.23%
vs Peers
-4.54%

ARINX Mutual Fund Performance

ARINX performance across multiple time periods: 1-month -0.50%, YTD -1.31%, 1-year 3.32%, 3-year 5.14%, 5-year 1.69%, 10-year 2.28%.

ARINX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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