ARZDX Mutual Fund

ARZDX Mutual Fund

NAV$5.75
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Returns Overview

1 Month
+1.84%
3 Months
+4.24%
6 Months
+8.17%
YTD
+12.91%
1 Year
+17.75%
3 Years (annualized)
+11.98%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.36%

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
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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 3000 Value(^RAV)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+8.62%
vs Peers
+4.29%

ARZDX Mutual Fund Performance

ARZDX performance across multiple time periods: 1-month 1.84%, YTD 12.91%, 1-year 17.75%, 3-year 11.98%, 5-year 7.68%, 10-year 8.36%.

ARZDX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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