ARENX Mutual Fund

ARENX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
-2.65%
3 Months
-1.18%
6 Months
+8.83%
YTD
+6.37%
1 Year
+9.20%
3 Years (annualized)
+14.59%
5 Years (annualized)
+6.56%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARENX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+7.09%
vs Peers
-0.72%

ARENX Mutual Fund Performance

ARENX performance across multiple time periods: 1-month -2.65%, YTD 6.37%, 1-year 9.20%, 3-year 14.59%, 5-year 6.56%, 10-year 9.86%.

ARENX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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