ARIDX Mutual Fund

ARIDX Mutual Fund

NAV$5.60
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Returns Overview

1 Month
-3.85%
3 Months
+1.28%
6 Months
+8.93%
YTD
+12.26%
1 Year
+14.20%
3 Years (annualized)
+15.17%
5 Years (annualized)
+8.64%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIDX 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)
+12.26%
Peer Avg (YTD)
+8.67%
vs Peers
+3.59%

ARIDX Mutual Fund Performance

ARIDX performance across multiple time periods: 1-month -3.85%, YTD 12.26%, 1-year 14.20%, 3-year 15.17%, 5-year 8.64%, 10-year 8.68%.

ARIDX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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