ARIOX Mutual Fund

NAV$11.98

Returns Overview

1 Month
+4.52%
3 Months
+4.05%
6 Months
+0.71%
YTD
+7.03%
1 Year
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARIOX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.03%
Peer Avg (YTD)
+4.85%
vs Peers
+2.18%

ARIOX Mutual Fund Performance

ARIOX performance across multiple time periods: 1-month 4.52%, YTD 7.03%, 1-year 3.39%.

ARIOX returns outperform the peer average of 4.85% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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