GAORX Mutual Fund

GAORX Mutual Fund

NAV$22.20
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Returns Overview

1 Month
-0.69%
3 Months
+1.06%
6 Months
+1.69%
YTD
+3.56%
1 Year
+9.87%
3 Years (annualized)
+10.00%
5 Years (annualized)
+3.84%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAORX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+5.54%
vs Peers
-1.98%

GAORX Mutual Fund Performance

GAORX performance across multiple time periods: 1-month -0.69%, YTD 3.56%, 1-year 9.87%, 3-year 10.00%, 5-year 3.84%, 10-year 6.92%.

GAORX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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