OARDX Mutual Fund

NAV$29.22

Returns Overview

1 Month
-0.15%
3 Months
+10.89%
6 Months
+6.00%
YTD
+5.53%
1 Year
+15.97%
3 Years (annualized)
+13.27%
5 Years (annualized)
+9.93%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OARDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+9.51%
vs Peers
-3.98%

OARDX Mutual Fund Performance

OARDX performance across multiple time periods: 1-month -0.15%, YTD 5.53%, 1-year 15.97%, 3-year 13.27%, 5-year 9.93%, 10-year 11.80%.

OARDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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