ARDEX Mutual Fund

ARDEX Mutual Fund

NAV$5.62
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Returns Overview

1 Month
-4.06%
3 Months
+1.21%
6 Months
+8.76%
YTD
+12.00%
1 Year
+13.85%
3 Years (annualized)
+20.49%
5 Years (annualized)
+11.53%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDEX 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)
+12.00%
Peer Avg (YTD)
+8.67%
vs Peers
+3.33%

ARDEX Mutual Fund Performance

ARDEX performance across multiple time periods: 1-month -4.06%, YTD 12.00%, 1-year 13.85%, 3-year 20.49%, 5-year 11.53%, 10-year 9.98%.

ARDEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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