ARFVX Mutual Fund

ARFVX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-2.63%
3 Months
-1.39%
6 Months
+7.82%
YTD
+5.56%
1 Year
+8.13%
3 Years (annualized)
+13.52%
5 Years (annualized)
+5.85%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFVX 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)
+5.56%
Peer Avg (YTD)
+7.09%
vs Peers
-1.53%

ARFVX Mutual Fund Performance

ARFVX performance across multiple time periods: 1-month -2.63%, YTD 5.56%, 1-year 8.13%, 3-year 13.52%, 5-year 5.85%, 10-year 9.22%.

ARFVX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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