ARRFX Mutual Fund

ARRFX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-7.27%
3 Months
-2.96%
6 Months
-3.81%
YTD
-7.55%
1 Year
-4.35%
3 Years (annualized)
+15.46%
5 Years (annualized)
+7.79%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARRFX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
-7.55%
Peer Avg (YTD)
+6.73%
vs Peers
-14.28%

ARRFX Mutual Fund Performance

ARRFX performance across multiple time periods: 1-month -7.27%, YTD -7.55%, 1-year -4.35%, 3-year 15.46%, 5-year 7.79%, 10-year 9.64%.

ARRFX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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