ARLIX Mutual Fund

ARLIX Mutual Fund

NAV$16.93
See how much of ARLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
-1.29%
6 Months
+5.40%
YTD
+3.84%
1 Year
+5.90%
3 Years (annualized)
+10.94%
5 Years (annualized)
+4.60%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARLIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+4.96%
vs Peers
-1.13%

ARLIX Mutual Fund Performance

ARLIX performance across multiple time periods: 1-month -2.44%, YTD 3.84%, 1-year 5.90%, 3-year 10.94%, 5-year 4.60%, 10-year 7.50%.

ARLIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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