ARALX Mutual Fund

ARALX Mutual Fund

NAV$17.45
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Returns Overview

1 Month
-2.66%
3 Months
+0.11%
6 Months
+5.33%
YTD
+11.13%
1 Year
+11.13%
3 Years (annualized)
+24.17%
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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+9.28%
vs Peers
+1.85%

ARALX Mutual Fund Performance

ARALX performance across multiple time periods: 1-month -2.66%, YTD 11.13%, 1-year 11.13%, 3-year 24.17%, 5-year 11.29%.

ARALX returns outperform the peer average of 9.28% 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.