OARDX Mutual Fund

OARDX Mutual Fund

NAV$28.46
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Returns Overview

1 Month
+0.77%
3 Months
+2.15%
6 Months
+6.53%
YTD
+7.97%
1 Year
+14.12%
3 Years (annualized)
+14.02%
5 Years (annualized)
+9.33%
10 Years (annualized)
+11.83%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+11.21%
vs Peers
-3.25%

OARDX Mutual Fund Performance

OARDX performance across multiple time periods: 1-month 0.77%, YTD 7.97%, 1-year 14.12%, 3-year 14.02%, 5-year 9.33%, 10-year 11.83%.

OARDX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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