ARDUX Mutual Fund

ARDUX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
-2.59%
3 Months
-1.36%
6 Months
+6.20%
YTD
+4.49%
1 Year
+6.72%
3 Years (annualized)
+12.25%
5 Years (annualized)
+5.30%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDUX 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 Index(^RUA)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+7.09%
vs Peers
-2.60%

ARDUX Mutual Fund Performance

ARDUX performance across multiple time periods: 1-month -2.59%, YTD 4.49%, 1-year 6.72%, 3-year 12.25%, 5-year 5.30%, 10-year 8.35%.

ARDUX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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