ARIQX Mutual Fund

ARIQX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+2.96%
3 Months
+6.31%
6 Months
+2.65%
YTD
+6.85%
1 Year
+8.02%
3 Years (annualized)
+9.95%
5 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIQX 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)
+6.85%
Peer Avg (YTD)
+11.21%
vs Peers
-4.36%

ARIQX Mutual Fund Performance

ARIQX performance across multiple time periods: 1-month 2.96%, YTD 6.85%, 1-year 8.02%, 3-year 9.95%, 5-year 5.94%.

ARIQX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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