ARUIX Mutual Fund

ARUIX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
+0.75%
3 Months
+10.22%
6 Months
+18.07%
YTD
+23.08%
1 Year
+37.86%

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)
+23.08%
Peer Avg (YTD)
+11.41%
vs Peers
+11.67%

ARUIX Mutual Fund Performance

ARUIX performance across multiple time periods: 1-month 0.75%, YTD 23.08%, 1-year 37.86%.

ARUIX returns outperform the peer average of 11.41% 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.