ARDUX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+0.34%
3 Months
+7.66%
6 Months
+6.31%
YTD
+5.92%
1 Year
+13.28%
3 Years (annualized)
+11.60%
5 Years (annualized)
+5.57%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDUX 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
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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)
+5.92%
Peer Avg (YTD)
+7.64%
vs Peers
-1.72%

ARDUX Mutual Fund Performance

ARDUX performance across multiple time periods: 1-month 0.34%, YTD 5.92%, 1-year 13.28%, 3-year 11.60%, 5-year 5.57%, 10-year 8.63%.

ARDUX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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