AREOX Mutual Fund

NAV$18.87

Returns Overview

1 Month
+0.27%
3 Months
+9.96%
6 Months
+7.85%
YTD
+7.29%
1 Year
+15.86%
3 Years (annualized)
+13.17%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.36%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+7.64%
vs Peers
-0.35%

AREOX Mutual Fund Performance

AREOX performance across multiple time periods: 1-month 0.27%, YTD 7.29%, 1-year 15.86%, 3-year 13.17%, 5-year 6.17%, 10-year 9.36%.

AREOX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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