ARIDX Mutual Fund

ARIDX Mutual Fund

NAV$5.75
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Returns Overview

1 Month
+1.84%
3 Months
+4.43%
6 Months
+8.35%
YTD
+12.89%
1 Year
+17.70%
3 Years (annualized)
+11.94%
5 Years (annualized)
+7.64%
10 Years (annualized)
+8.07%

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)
+12.89%
Peer Avg (YTD)
+8.62%
vs Peers
+4.27%

ARIDX Mutual Fund Performance

ARIDX performance across multiple time periods: 1-month 1.84%, YTD 12.89%, 1-year 17.70%, 3-year 11.94%, 5-year 7.64%, 10-year 8.07%.

ARIDX returns outperform the peer average of 8.62% 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.