ARDTX Mutual Fund

ARDTX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
-2.28%
3 Months
-1.14%
6 Months
+4.41%
YTD
+3.28%
1 Year
+5.09%
3 Years (annualized)
+9.17%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+7.09%
vs Peers
-3.80%

ARDTX Mutual Fund Performance

ARDTX performance across multiple time periods: 1-month -2.28%, YTD 3.28%, 1-year 5.09%, 3-year 9.17%, 5-year 3.99%, 10-year 5.90%.

ARDTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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