· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $11.17Day +1.82%1Y +12.8%Off 52W high +0.0%Vol (1Y) 14.0%
Daily closing price, split-adjusted to the current basis; 2.7y shown of 4,104 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
No fair-value, short-interest or ownership figures on file for ARIMX.
ARIMX is not in the screener universe.
| YTD+12.4% |
| 1Y+12.8% |
| 3Y+41.2% |
| 5Y+48.3% |
| 10Y+103.5% |
| Since incept. (ann.)+8.8% |
Total return through 2026-07-28 · series begins 2010-01-04. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.0% |
| Ann. volatility (3Y)16.4% |
| Sharpe (1Y)1.01 |
| Sharpe (3Y)0.86 |
| Max drawdown (1Y)−8.1% |
| Max drawdown (3Y)−19.2% |
| Beta (3Y vs SPY)0.58 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Hemenway Trust Co LLC | 1.8M | $18M | — | +0.8% |
| Broderick Brian C | 673,406 | $7M | — | +0.0% |
| SOMERVILLE KURT F | 260,567 | $3M | — | −2.0% |
| Dempze Nancy E | 252,648 | $2M | — | +4.5% |
| Elefante Mark B | 68,293 | $667,912 | — | +63.8% |
| Delaney Dennis R | 20,245 | $197,994 | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for ARIMX.
