ARDEX Mutual Fund

ARDEX Mutual Fund

NAV$5.68
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Returns Overview

1 Month
+6.59%
3 Months
+5.94%
6 Months
+10.34%
YTD
+19.39%
1 Year
+24.59%
3 Years (annualized)
+18.66%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.96%

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
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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+19.39%
Peer Avg (YTD)
+7.13%
vs Peers
+12.26%

ARDEX Mutual Fund Performance

ARDEX performance across multiple time periods: 1-month 6.59%, YTD 19.39%, 1-year 24.59%, 3-year 18.66%, 5-year 8.79%, 10-year 8.96%.

ARDEX returns outperform the peer average of 7.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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