ARUIX Mutual Fund

ARUIX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
+5.82%
3 Months
+7.20%
6 Months
+25.04%
YTD
+30.25%
1 Year
+36.43%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+30.25%
Peer Avg (YTD)
+12.44%
vs Peers
+17.81%

ARUIX Mutual Fund Performance

ARUIX performance across multiple time periods: 1-month 5.82%, YTD 30.25%, 1-year 36.43%.

ARUIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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