ARBOX Mutual Fund

ARBOX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
-0.75%
3 Months
-0.92%
6 Months
+2.47%
YTD
+3.99%
1 Year
+5.71%
3 Years (annualized)
+6.85%
5 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARBOX 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)
+3.99%
Peer Avg (YTD)
+2.36%
vs Peers
+1.62%

ARBOX Mutual Fund Performance

ARBOX performance across multiple time periods: 1-month -0.75%, YTD 3.99%, 1-year 5.71%, 3-year 6.85%, 5-year 4.69%.

ARBOX returns outperform the peer average of 2.36% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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