ARDRX Mutual Fund

ARDRX Mutual Fund

NAV$14.03
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Returns Overview

3 Months
+2.25%
6 Months
+3.83%
YTD
+5.39%
1 Year
+11.57%
3 Years (annualized)
+10.05%
5 Years (annualized)
+4.48%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDRX 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 Index(^RUA)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+6.99%
vs Peers
-1.60%

ARDRX Mutual Fund Performance

ARDRX performance across multiple time periods: YTD 5.39%, 1-year 11.57%, 3-year 10.05%, 5-year 4.48%, 10-year 7.33%.

ARDRX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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