AROCX Mutual Fund

AROCX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
+1.28%
3 Months
+1.28%
6 Months
+3.61%
YTD
+7.06%
1 Year
+10.87%
3 Years (annualized)
+11.62%
5 Years (annualized)
+4.32%
10 Years (annualized)
+7.53%

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)
+7.06%
Peer Avg (YTD)
+6.28%
vs Peers
+0.77%

AROCX Mutual Fund Performance

AROCX performance across multiple time periods: 1-month 1.28%, YTD 7.06%, 1-year 10.87%, 3-year 11.62%, 5-year 4.32%, 10-year 7.53%.

AROCX returns outperform the peer average of 6.28% 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.