ARZDX Mutual Fund

ARZDX Mutual Fund

NAV$5.56
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Returns Overview

1 Month
+3.61%
3 Months
+6.61%
6 Months
+7.75%
YTD
+16.98%
1 Year
+20.23%
3 Years (annualized)
+14.29%
5 Years (annualized)
+8.16%
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)
+16.98%
Peer Avg (YTD)
+9.59%
vs Peers
+7.39%

ARZDX Mutual Fund Performance

ARZDX performance across multiple time periods: 1-month 3.61%, YTD 16.98%, 1-year 20.23%, 3-year 14.29%, 5-year 8.16%, 10-year 8.36%.

ARZDX returns outperform the peer average of 9.59% 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.