ARAAX Mutual Fund

ARAAX Mutual Fund

NAV$28.13
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Returns Overview

1 Month
-1.13%
3 Months
+0.87%
6 Months
+14.63%
YTD
+10.85%
1 Year
+14.03%
3 Years (annualized)
+15.87%
5 Years (annualized)
+6.97%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+6.10%
vs Peers
+4.75%

ARAAX Mutual Fund Performance

ARAAX performance across multiple time periods: 1-month -1.13%, YTD 10.85%, 1-year 14.03%, 3-year 15.87%, 5-year 6.97%, 10-year 7.77%.

ARAAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

ARAAX vs another fund shows side-by-side returns. ARAAX alternatives are available in the Mutual Fund Screener.