ARDSX Mutual Fund

NAV$14.35

Returns Overview

1 Month
+0.28%
3 Months
+7.53%
6 Months
+6.16%
YTD
+5.76%
1 Year
+13.07%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.41%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDSX 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 Index(^RUA)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+7.64%
vs Peers
-1.88%

ARDSX Mutual Fund Performance

ARDSX performance across multiple time periods: 1-month 0.28%, YTD 5.76%, 1-year 13.07%, 3-year 11.44%, 5-year 5.41%, 10-year 8.40%.

ARDSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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