ARLCX Mutual Fund

ARLCX Mutual Fund

NAV$16.73
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Returns Overview

1 Month
+0.72%
3 Months
-0.95%
6 Months
+0.97%
YTD
+3.66%
1 Year
+4.80%
3 Years (annualized)
+11.37%
5 Years (annualized)
+3.09%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARLCX 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 Index(^RUA)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+5.30%
vs Peers
-1.65%

ARLCX Mutual Fund Performance

ARLCX performance across multiple time periods: 1-month 0.72%, YTD 3.66%, 1-year 4.80%, 3-year 11.37%, 5-year 3.09%, 10-year 6.25%.

ARLCX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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