AROAX Mutual Fund

NAV$19.28

Returns Overview

1 Month
+0.32%
3 Months
+8.50%
6 Months
+6.78%
YTD
+6.36%
1 Year
+14.03%
3 Years (annualized)
+11.76%
5 Years (annualized)
+5.36%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AROAX 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)
+6.36%
Peer Avg (YTD)
+5.87%
vs Peers
+0.50%

AROAX Mutual Fund Performance

AROAX performance across multiple time periods: 1-month 0.32%, YTD 6.36%, 1-year 14.03%, 3-year 11.76%, 5-year 5.36%, 10-year 8.56%.

AROAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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