AORMX Mutual Fund

AORMX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
+1.18%
3 Months
+1.36%
6 Months
+3.60%
YTD
+6.86%
1 Year
+10.36%
3 Years (annualized)
+11.44%
5 Years (annualized)
+4.44%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AORMX 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)
+6.86%
Peer Avg (YTD)
+6.28%
vs Peers
+0.57%

AORMX Mutual Fund Performance

AORMX performance across multiple time periods: 1-month 1.18%, YTD 6.86%, 1-year 10.36%, 3-year 11.44%, 5-year 4.44%, 10-year 7.47%.

AORMX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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