ARLCX Mutual Fund

NAV$17.20

Returns Overview

1 Month
+0.18%
3 Months
+6.49%
6 Months
+4.91%
YTD
+4.65%
1 Year
+10.60%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.68%
10 Years (annualized)
+6.44%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+5.87%
vs Peers
-1.22%

ARLCX Mutual Fund Performance

ARLCX performance across multiple time periods: 1-month 0.18%, YTD 4.65%, 1-year 10.60%, 3-year 9.14%, 5-year 3.68%, 10-year 6.44%.

ARLCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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