ARANX Mutual Fund

ARANX Mutual Fund

NAV$27.04
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Returns Overview

1 Month
-2.93%
3 Months
-1.23%
6 Months
+1.45%
YTD
+7.72%
1 Year
+9.16%
3 Years (annualized)
+17.50%
5 Years (annualized)
+6.10%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARANX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+6.22%
vs Peers
+1.50%

ARANX Mutual Fund Performance

ARANX performance across multiple time periods: 1-month -2.93%, YTD 7.72%, 1-year 9.16%, 3-year 17.50%, 5-year 6.10%, 10-year 7.66%.

ARANX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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