ARALX Mutual Fund

ARALX Mutual Fund

NAV$17.96
See how much of ARALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.68%
3 Months
+5.21%
6 Months
+8.46%
YTD
+11.00%
1 Year
+19.78%
3 Years (annualized)
+19.43%
5 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARALX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+9.41%
vs Peers
+1.59%

ARALX Mutual Fund Performance

ARALX performance across multiple time periods: 1-month 1.68%, YTD 11.00%, 1-year 19.78%, 3-year 19.43%, 5-year 11.29%.

ARALX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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