ARDGX Mutual Fund

NAV$33.94

Returns Overview

1 Month
+1.40%
3 Months
+4.97%
6 Months
+12.86%
YTD
+12.06%
1 Year
+21.59%
3 Years (annualized)
+15.48%
5 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Dividend Yield Focus Index(^MDYF)
This Mutual Fund (YTD)
+12.06%
Peer Avg (YTD)
+9.49%
vs Peers
+2.57%

ARDGX Mutual Fund Performance

ARDGX performance across multiple time periods: 1-month 1.40%, YTD 12.06%, 1-year 21.59%, 3-year 15.48%, 5-year 10.03%.

ARDGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

ARDGX performance comparison shows side-by-side returns with another fund. ARDGX alternatives are available in the Mutual Fund Screener.