ARLDX Mutual Fund

ARLDX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-2.42%
3 Months
-1.33%
6 Months
+5.46%
YTD
+3.98%
1 Year
+6.04%
3 Years (annualized)
+11.34%
5 Years (annualized)
+4.90%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARLDX 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)
+3.98%
Peer Avg (YTD)
+4.96%
vs Peers
-0.98%

ARLDX Mutual Fund Performance

ARLDX performance across multiple time periods: 1-month -2.42%, YTD 3.98%, 1-year 6.04%, 3-year 11.34%, 5-year 4.90%, 10-year 7.72%.

ARLDX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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