ARNOX Mutual Fund

NAV$14.23

Returns Overview

1 Month
+0.14%
3 Months
+7.26%
6 Months
+5.57%
YTD
+5.17%
1 Year
+11.73%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.15%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARNOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+7.64%
vs Peers
-2.47%

ARNOX Mutual Fund Performance

ARNOX performance across multiple time periods: 1-month 0.14%, YTD 5.17%, 1-year 11.73%, 3-year 10.09%, 5-year 4.15%, 10-year 7.79%.

ARNOX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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