ARDBX Mutual Fund

ARDBX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-2.28%
3 Months
+6.30%
6 Months
+24.52%
YTD
+27.56%
1 Year
+27.43%
3 Years (annualized)
+21.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDBX 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
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📉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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+27.56%
Peer Avg (YTD)
+10.69%
vs Peers
+16.86%

ARDBX Mutual Fund Performance

ARDBX performance across multiple time periods: 1-month -2.28%, YTD 27.56%, 1-year 27.43%, 3-year 21.85%.

ARDBX returns outperform the peer average of 10.69% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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