ARFSX Mutual Fund

ARFSX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-2.62%
3 Months
-1.26%
6 Months
+7.94%
YTD
+5.75%
1 Year
+8.35%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.03%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFSX 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)
+5.75%
Peer Avg (YTD)
+7.09%
vs Peers
-1.34%

ARFSX Mutual Fund Performance

ARFSX performance across multiple time periods: 1-month -2.62%, YTD 5.75%, 1-year 8.35%, 3-year 13.69%, 5-year 6.03%, 10-year 9.42%.

ARFSX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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