ARILX Mutual Fund

ARILX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+1.69%
3 Months
+5.25%
6 Months
+8.54%
YTD
+11.22%
1 Year
+15.21%
3 Years (annualized)
+18.11%
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)
+11.22%
Peer Avg (YTD)
+9.41%
vs Peers
+1.81%

ARILX Mutual Fund Performance

ARILX performance across multiple time periods: 1-month 1.69%, YTD 11.22%, 1-year 15.21%, 3-year 18.11%, 5-year 10.66%.

ARILX returns outperform the peer average of 9.41% 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.