AIORX Mutual Fund

AIORX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
-6.34%
3 Months
-7.92%
6 Months
-2.29%
YTD
+5.09%
1 Year
+14.99%
3 Years (annualized)
+10.26%
5 Years (annualized)
+0.08%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIORX 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
MSCI ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+8.67%
vs Peers
-3.58%

AIORX Mutual Fund Performance

AIORX performance across multiple time periods: 1-month -6.34%, YTD 5.09%, 1-year 14.99%, 3-year 10.26%, 5-year 0.08%, 10-year 6.32%.

AIORX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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