ARWOX Mutual Fund

ARWOX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
+0.86%
3 Months
+1.09%
6 Months
+2.46%
YTD
+5.12%
1 Year
+7.95%
3 Years (annualized)
+9.18%
5 Years (annualized)
+3.20%
10 Years (annualized)
+5.75%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+8.76%
vs Peers
-3.64%

ARWOX Mutual Fund Performance

ARWOX performance across multiple time periods: 1-month 0.86%, YTD 5.12%, 1-year 7.95%, 3-year 9.18%, 5-year 3.20%, 10-year 5.75%.

ARWOX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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