ARLIX Mutual Fund

ARLIX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
+0.77%
3 Months
-0.65%
6 Months
+1.56%
YTD
+4.64%
1 Year
+6.06%
3 Years (annualized)
+12.71%
5 Years (annualized)
+4.33%
10 Years (annualized)
+7.53%

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
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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)
+4.64%
Peer Avg (YTD)
+5.92%
vs Peers
-1.28%

ARLIX Mutual Fund Performance

ARLIX performance across multiple time periods: 1-month 0.77%, YTD 4.64%, 1-year 6.06%, 3-year 12.71%, 5-year 4.33%, 10-year 7.53%.

ARLIX returns trail the peer average of 5.92% 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.