ARFDX Mutual Fund

NAV$15.94

Returns Overview

1 Month
+0.19%
3 Months
+9.03%
6 Months
+7.02%
YTD
+6.51%
1 Year
+14.19%
3 Years (annualized)
+11.77%
5 Years (annualized)
+5.13%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+7.64%
vs Peers
-1.13%

ARFDX Mutual Fund Performance

ARFDX performance across multiple time periods: 1-month 0.19%, YTD 6.51%, 1-year 14.19%, 3-year 11.77%, 5-year 5.13%, 10-year 9.09%.

ARFDX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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