ARDBX Mutual Fund

NAV$16.68

Returns Overview

1 Month
-1.75%
3 Months
+17.14%
6 Months
+20.55%
YTD
+20.00%
1 Year
+19.71%
3 Years (annualized)
+17.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDBX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+20.00%
Peer Avg (YTD)
+11.18%
vs Peers
+8.82%

ARDBX Mutual Fund Performance

ARDBX performance across multiple time periods: 1-month -1.75%, YTD 20.00%, 1-year 19.71%, 3-year 17.74%.

ARDBX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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