ARSTX Mutual Fund

NAV$18.05

Returns Overview

1 Month
-3.53%
3 Months
+7.12%
6 Months
+7.95%
YTD
+11.42%
1 Year
+30.97%
3 Years (annualized)
+17.29%
5 Years (annualized)
+7.23%
10 Years (annualized)
+11.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSTX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+18.52%
vs Peers
-7.10%

ARSTX Mutual Fund Performance

ARSTX performance across multiple time periods: 1-month -3.53%, YTD 11.42%, 1-year 30.97%, 3-year 17.29%, 5-year 7.23%, 10-year 11.91%.

ARSTX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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