ARIDX Mutual Fund

ARIDX Mutual Fund

NAV$5.85
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Returns Overview

1 Month
+6.62%
3 Months
+6.03%
6 Months
+10.72%
YTD
+19.69%
1 Year
+25.00%
3 Years (annualized)
+18.96%
5 Years (annualized)
+9.07%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIDX 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 Value(^RAV)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+7.13%
vs Peers
+12.57%

ARIDX Mutual Fund Performance

ARIDX performance across multiple time periods: 1-month 6.62%, YTD 19.69%, 1-year 25.00%, 3-year 18.96%, 5-year 9.07%, 10-year 9.24%.

ARIDX returns outperform the peer average of 7.13% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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