ARSZX Mutual Fund

NAV$11.17

Returns Overview

1 Month
+5.58%
3 Months
+10.38%
6 Months
+9.62%
YTD
+11.92%
1 Year
+10.09%
3 Years (annualized)
+11.30%
5 Years (annualized)
+6.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSZX 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)
+11.92%
Peer Avg (YTD)
+10.82%
vs Peers
+1.11%

ARSZX Mutual Fund Performance

ARSZX performance across multiple time periods: 1-month 5.58%, YTD 11.92%, 1-year 10.09%, 3-year 11.30%, 5-year 6.77%.

ARSZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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