ARFDX Mutual Fund

ARFDX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-0.19%
3 Months
-1.60%
6 Months
+0.92%
YTD
+4.61%
1 Year
+6.03%
3 Years (annualized)
+14.02%
5 Years (annualized)
+4.13%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARFDX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+14.77%
vs Peers
-10.16%

ARFDX Mutual Fund Performance

ARFDX performance across multiple time periods: 1-month -0.19%, YTD 4.61%, 1-year 6.03%, 3-year 14.02%, 5-year 4.13%, 10-year 8.00%.

ARFDX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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