ARANX Mutual Fund

ARANX Mutual Fund

NAV$28.25
See how much of ARANX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.13%
3 Months
+0.90%
6 Months
+14.70%
YTD
+10.97%
1 Year
+14.17%
3 Years (annualized)
+16.03%
5 Years (annualized)
+7.14%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARANX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+6.10%
vs Peers
+4.87%

ARANX Mutual Fund Performance

ARANX performance across multiple time periods: 1-month -1.13%, YTD 10.97%, 1-year 14.17%, 3-year 16.03%, 5-year 7.14%, 10-year 7.92%.

ARANX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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