AORMX Mutual Fund

AORMX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
-0.12%
3 Months
+2.28%
6 Months
+4.01%
YTD
+5.62%
1 Year
+11.57%
3 Years (annualized)
+10.12%
5 Years (annualized)
+4.50%
10 Years (annualized)
+7.35%

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)
+5.62%
Peer Avg (YTD)
+5.54%
vs Peers
+0.08%

AORMX Mutual Fund Performance

AORMX performance across multiple time periods: 1-month -0.12%, YTD 5.62%, 1-year 11.57%, 3-year 10.12%, 5-year 4.50%, 10-year 7.35%.

AORMX returns outperform the peer average of 5.54% 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.