AQRIX Mutual Fund

AQRIX Mutual Fund

NAV$13.37
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Returns Overview

1 Month
+3.62%
3 Months
+2.67%
6 Months
+4.83%
YTD
+12.82%
1 Year
+19.74%
3 Years (annualized)
+12.20%
5 Years (annualized)
+3.78%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+6.28%
vs Peers
+6.54%

AQRIX Mutual Fund Performance

AQRIX performance across multiple time periods: 1-month 3.62%, YTD 12.82%, 1-year 19.74%, 3-year 12.20%, 5-year 3.78%, 10-year 2.90%.

AQRIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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