ARDGX Mutual Fund

ARDGX Mutual Fund

NAV$32.80
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Returns Overview

1 Month
+1.18%
3 Months
+8.22%
6 Months
+9.11%
YTD
+19.59%
1 Year
+25.32%
3 Years (annualized)
+17.55%
5 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDGX 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
Morningstar Dividend Yield Focus Index(^MDYF)
This Mutual Fund (YTD)
+19.59%
Peer Avg (YTD)
+12.44%
vs Peers
+7.15%

ARDGX Mutual Fund Performance

ARDGX performance across multiple time periods: 1-month 1.18%, YTD 19.59%, 1-year 25.32%, 3-year 17.55%, 5-year 10.61%.

ARDGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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