AREOX Mutual Fund

AREOX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+1.51%
3 Months
+1.68%
6 Months
+4.91%
YTD
+8.79%
1 Year
+13.40%
3 Years (annualized)
+13.79%
5 Years (annualized)
+5.82%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AREOX 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)
+8.79%
Peer Avg (YTD)
+8.76%
vs Peers
+0.03%

AREOX Mutual Fund Performance

AREOX performance across multiple time periods: 1-month 1.51%, YTD 8.79%, 1-year 13.40%, 3-year 13.79%, 5-year 5.82%, 10-year 9.09%.

AREOX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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