ARFDX Mutual Fund

ARFDX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
-0.19%
3 Months
+2.55%
6 Months
+4.40%
YTD
+6.31%
1 Year
+13.10%
3 Years (annualized)
+10.93%
5 Years (annualized)
+4.90%
10 Years (annualized)
+8.02%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+6.99%
vs Peers
-0.68%

ARFDX Mutual Fund Performance

ARFDX performance across multiple time periods: 1-month -0.19%, YTD 6.31%, 1-year 13.10%, 3-year 10.93%, 5-year 4.90%, 10-year 8.02%.

ARFDX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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