ARSIX Mutual Fund

NAV$16.57

Returns Overview

1 Month
+4.67%
3 Months
+7.95%
6 Months
+7.74%
YTD
+10.25%
1 Year
+9.49%
3 Years (annualized)
+10.82%
5 Years (annualized)
+9.36%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+18.52%
vs Peers
-8.28%

ARSIX Mutual Fund Performance

ARSIX performance across multiple time periods: 1-month 4.67%, YTD 10.25%, 1-year 9.49%, 3-year 10.82%, 5-year 9.36%, 10-year 11.48%.

ARSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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