AIORX Mutual Fund

AIORX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-7.59%
3 Months
-2.34%
6 Months
-10.08%
YTD
+1.39%
1 Year
+3.54%
3 Years (annualized)
+16.31%
5 Years (annualized)
+2.23%
10 Years (annualized)
+8.28%

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)
+1.39%
Peer Avg (YTD)
+7.47%
vs Peers
-6.09%

AIORX Mutual Fund Performance

AIORX performance across multiple time periods: 1-month -7.59%, YTD 1.39%, 1-year 3.54%, 3-year 16.31%, 5-year 2.23%, 10-year 8.28%.

AIORX returns trail the peer average of 7.47% 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.