ARDEX Mutual Fund

NAV$5.70

Returns Overview

1 Month
+0.97%
3 Months
+7.46%
6 Months
+11.11%
YTD
+10.66%
1 Year
+35.12%
3 Years (annualized)
+18.22%
5 Years (annualized)
+10.71%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDEX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+9.57%
vs Peers
+1.09%

ARDEX Mutual Fund Performance

ARDEX performance across multiple time periods: 1-month 0.97%, YTD 10.66%, 1-year 35.12%, 3-year 18.22%, 5-year 10.71%, 10-year 9.79%.

ARDEX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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