ARMZX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.22%
3 Months
+1.10%
6 Months
+1.94%
YTD
+1.94%
1 Year
+4.57%
3 Years (annualized)
+5.50%
5 Years (annualized)
+3.61%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARMZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+3.23%
vs Peers
-1.28%

ARMZX Mutual Fund Performance

ARMZX performance across multiple time periods: 1-month 0.22%, YTD 1.94%, 1-year 4.57%, 3-year 5.50%, 5-year 3.61%, 10-year 3.02%.

ARMZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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