ARDSX Mutual Fund

ARDSX Mutual Fund

NAV$14.11
See how much of ARDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+1.56%
6 Months
+3.77%
YTD
+7.11%
1 Year
+11.06%
3 Years (annualized)
+11.99%
5 Years (annualized)
+5.09%
10 Years (annualized)
+8.17%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+8.76%
vs Peers
-1.65%

ARDSX Mutual Fund Performance

ARDSX performance across multiple time periods: 1-month 1.20%, YTD 7.11%, 1-year 11.06%, 3-year 11.99%, 5-year 5.09%, 10-year 8.17%.

ARDSX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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