ARSMX Mutual Fund

NAV$10.67

Returns Overview

1 Month
+5.43%
3 Months
+10.23%
6 Months
+9.32%
YTD
+11.61%
1 Year
+9.77%
3 Years (annualized)
+10.99%
5 Years (annualized)
+6.45%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+10.82%
vs Peers
+0.80%

ARSMX Mutual Fund Performance

ARSMX performance across multiple time periods: 1-month 5.43%, YTD 11.61%, 1-year 9.77%, 3-year 10.99%, 5-year 6.45%, 10-year 10.25%.

ARSMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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