AQRIX Mutual Fund

NAV$13.20

Returns Overview

1 Month
-1.45%
3 Months
+6.08%
6 Months
+8.21%
YTD
+8.30%
1 Year
+17.97%
3 Years (annualized)
+14.42%
5 Years (annualized)
+8.31%
10 Years (annualized)
+8.13%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.30%
Peer Avg (YTD)
+5.87%
vs Peers
+2.43%

AQRIX Mutual Fund Performance

AQRIX performance across multiple time periods: 1-month -1.45%, YTD 8.30%, 1-year 17.97%, 3-year 14.42%, 5-year 8.31%, 10-year 8.13%.

AQRIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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