ARBIX Mutual Fund

ARBIX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-0.75%
3 Months
-0.83%
6 Months
+2.57%
YTD
+4.17%
1 Year
+6.01%
3 Years (annualized)
+7.13%
5 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBIX 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
Hfrx Fixed Income Convertible Arbitrage Index
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+2.36%
vs Peers
+1.80%

ARBIX Mutual Fund Performance

ARBIX performance across multiple time periods: 1-month -0.75%, YTD 4.17%, 1-year 6.01%, 3-year 7.13%, 5-year 5.58%.

ARBIX returns outperform the peer average of 2.36% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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