ARDUX Mutual Fund

ARDUX Mutual Fund

NAV$11.69
See how much of ARDUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.60%
3 Months
-0.85%
6 Months
+1.65%
YTD
+5.12%
1 Year
+6.60%
3 Years (annualized)
+13.81%
5 Years (annualized)
+4.79%
10 Years (annualized)
+8.27%

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
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)
+5.12%
Peer Avg (YTD)
+6.71%
vs Peers
-1.59%

ARDUX Mutual Fund Performance

ARDUX performance across multiple time periods: 1-month 0.60%, YTD 5.12%, 1-year 6.60%, 3-year 13.81%, 5-year 4.79%, 10-year 8.27%.

ARDUX returns trail the peer average of 6.71% 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.