GAORX Mutual Fund

NAV$22.10

Returns Overview

1 Month
-0.81%
3 Months
+8.28%
6 Months
+4.77%
YTD
+4.28%
1 Year
+10.11%
3 Years (annualized)
+11.00%
5 Years (annualized)
+4.13%

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
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
Bloomberg Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+5.87%
vs Peers
-1.59%

GAORX Mutual Fund Performance

GAORX performance across multiple time periods: 1-month -0.81%, YTD 4.28%, 1-year 10.11%, 3-year 11.00%, 5-year 4.13%.

GAORX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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