ARUIX Mutual Fund

NAV$15.28

Returns Overview

1 Month
+0.55%
3 Months
+23.82%
6 Months
+22.06%
YTD
+19.97%
1 Year
+39.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARUIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.97%
Peer Avg (YTD)
+9.49%
vs Peers
+10.48%

ARUIX Mutual Fund Performance

ARUIX performance across multiple time periods: 1-month 0.55%, YTD 19.97%, 1-year 39.18%.

ARUIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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