ARIDX Mutual Fund

NAV$5.66

Returns Overview

1 Month
+1.03%
3 Months
+7.56%
6 Months
+11.29%
YTD
+10.85%
1 Year
+14.64%
3 Years (annualized)
+12.08%
5 Years (annualized)
+7.33%
10 Years (annualized)
+8.25%

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
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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+9.57%
vs Peers
+1.28%

ARIDX Mutual Fund Performance

ARIDX performance across multiple time periods: 1-month 1.03%, YTD 10.85%, 1-year 14.64%, 3-year 12.08%, 5-year 7.33%, 10-year 8.25%.

ARIDX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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