ARBCX Mutual Fund

ARBCX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.72%
3 Months
+1.37%
6 Months
+2.03%
YTD
+2.62%
1 Year
+4.32%
3 Years (annualized)
+4.77%
5 Years (annualized)
+2.83%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+5.40%
vs Peers
-2.78%

ARBCX Mutual Fund Performance

ARBCX performance across multiple time periods: 1-month 0.72%, YTD 2.62%, 1-year 4.32%, 3-year 4.77%, 5-year 2.83%, 10-year 2.55%.

ARBCX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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