ARZDX Mutual Fund

ARZDX Mutual Fund

NAV$5.68
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.04%
3 Months
+7.57%
6 Months
+11.09%
YTD
+10.87%
1 Year
+14.68%
3 Years (annualized)
+12.13%
5 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARZDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+9.57%
vs Peers
+1.30%

ARZDX Mutual Fund Performance

ARZDX performance across multiple time periods: 1-month 1.04%, YTD 10.87%, 1-year 14.68%, 3-year 12.13%, 5-year 7.38%.

ARZDX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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