ARDUX Mutual Fund

ARDUX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
+0.08%
3 Months
+2.52%
6 Months
+4.33%
YTD
+6.01%
1 Year
+12.54%
3 Years (annualized)
+10.99%
5 Years (annualized)
+5.38%
10 Years (annualized)
+8.25%

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
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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)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

ARDUX Mutual Fund Performance

ARDUX performance across multiple time periods: 1-month 0.08%, YTD 6.01%, 1-year 12.54%, 3-year 10.99%, 5-year 5.38%, 10-year 8.25%.

ARDUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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