ARLIX Mutual Fund

NAV$17.33

Returns Overview

1 Month
+0.29%
3 Months
+6.78%
6 Months
+5.52%
YTD
+5.20%
1 Year
+11.85%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.92%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARLIX 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)
+5.20%
Peer Avg (YTD)
+5.87%
vs Peers
-0.67%

ARLIX Mutual Fund Performance

ARLIX performance across multiple time periods: 1-month 0.29%, YTD 5.20%, 1-year 11.85%, 3-year 10.45%, 5-year 4.92%, 10-year 7.72%.

ARLIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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