ARWOX Mutual Fund

NAV$12.98

Returns Overview

1 Month
+0.16%
3 Months
+5.78%
6 Months
+4.40%
YTD
+4.15%
1 Year
+9.49%
3 Years (annualized)
+8.50%
5 Years (annualized)
+3.41%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARWOX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+7.64%
vs Peers
-3.49%

ARWOX Mutual Fund Performance

ARWOX performance across multiple time periods: 1-month 0.16%, YTD 4.15%, 1-year 9.49%, 3-year 8.50%, 5-year 3.41%, 10-year 6.01%.

ARWOX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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