ARDEX Mutual Fund

ARDEX Mutual Fund

NAV$5.77
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Returns Overview

1 Month
+1.83%
3 Months
+4.15%
6 Months
+8.18%
YTD
+12.69%
1 Year
+17.33%
3 Years (annualized)
+12.60%
5 Years (annualized)
+7.91%
10 Years (annualized)
+8.07%

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
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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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+8.62%
vs Peers
+4.07%

ARDEX Mutual Fund Performance

ARDEX performance across multiple time periods: 1-month 1.83%, YTD 12.69%, 1-year 17.33%, 3-year 12.60%, 5-year 7.91%, 10-year 8.07%.

ARDEX returns outperform the peer average of 8.62% 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.