ARSVX Mutual Fund

ARSVX Mutual Fund

NAV$14.70
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Returns Overview

1 Month
-6.22%
3 Months
-6.04%
6 Months
+3.39%
1 Year
+0.23%
3 Years (annualized)
+9.43%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARSVX 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
PROUpgrade to run
🏦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 2000 Value Index(^RUJ)

ARSVX Mutual Fund Performance

ARSVX performance across multiple time periods: 1-month -6.22%, 1-year 0.23%, 3-year 9.43%, 5-year 6.89%, 10-year 9.52%.

ARSVX returns can be compared against peers and benchmarks. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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