AORVX Mutual Fund

AORVX Mutual Fund

NAV$22.65
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Returns Overview

1 Month
-1.05%
3 Months
-1.86%
6 Months
+1.53%
YTD
+6.70%
1 Year
+8.45%
3 Years (annualized)
+17.83%
5 Years (annualized)
+5.81%
10 Years (annualized)
+10.11%

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
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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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+6.22%
vs Peers
+0.47%

AORVX Mutual Fund Performance

AORVX performance across multiple time periods: 1-month -1.05%, YTD 6.70%, 1-year 8.45%, 3-year 17.83%, 5-year 5.81%, 10-year 10.11%.

AORVX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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