ARANX Mutual Fund

NAV$28.52

Returns Overview

1 Month
-1.03%
3 Months
+13.67%
6 Months
+10.64%
YTD
+9.98%
1 Year
+20.39%
3 Years (annualized)
+15.55%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.01%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+6.73%
vs Peers
+3.25%

ARANX Mutual Fund Performance

ARANX performance across multiple time periods: 1-month -1.03%, YTD 9.98%, 1-year 20.39%, 3-year 15.55%, 5-year 7.51%, 10-year 8.01%.

ARANX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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