ARDVX Mutual Fund

ARDVX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
+0.50%
3 Months
-0.99%
6 Months
+1.38%
YTD
+4.72%
1 Year
+6.10%
3 Years (annualized)
+13.38%
5 Years (annualized)
+4.42%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARDVX 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)
+4.72%
Peer Avg (YTD)
+14.77%
vs Peers
-10.05%

ARDVX Mutual Fund Performance

ARDVX performance across multiple time periods: 1-month 0.50%, YTD 4.72%, 1-year 6.10%, 3-year 13.38%, 5-year 4.42%, 10-year 7.89%.

ARDVX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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