AROCX Mutual Fund

AROCX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
-0.21%
3 Months
+2.24%
6 Months
+3.94%
YTD
+5.70%
1 Year
+12.12%
3 Years (annualized)
+10.06%
5 Years (annualized)
+4.28%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AROCX 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)
+5.70%
Peer Avg (YTD)
+5.54%
vs Peers
+0.17%

AROCX Mutual Fund Performance

AROCX performance across multiple time periods: 1-month -0.21%, YTD 5.70%, 1-year 12.12%, 3-year 10.06%, 5-year 4.28%, 10-year 8.07%.

AROCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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