ARILX Mutual Fund

ARILX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
+1.88%
3 Months
+3.20%
6 Months
+12.48%
YTD
+13.32%
1 Year
+15.97%
3 Years (annualized)
+21.52%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARILX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+11.21%
vs Peers
+2.10%

ARILX Mutual Fund Performance

ARILX performance across multiple time periods: 1-month 1.88%, YTD 13.32%, 1-year 15.97%, 3-year 21.52%, 5-year 10.66%.

ARILX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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