AORVX Mutual Fund

NAV$23.78

Returns Overview

1 Month
+0.13%
3 Months
+12.31%
6 Months
+9.59%
YTD
+8.82%
1 Year
+18.35%
3 Years (annualized)
+15.15%
5 Years (annualized)
+7.07%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AORVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+6.73%
vs Peers
+2.09%

AORVX Mutual Fund Performance

AORVX performance across multiple time periods: 1-month 0.13%, YTD 8.82%, 1-year 18.35%, 3-year 15.15%, 5-year 7.07%, 10-year 10.61%.

AORVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

AORVX performance comparison shows side-by-side returns with another fund. AORVX alternatives are available in the Mutual Fund Screener.