OARDX Mutual Fund

OARDX Mutual Fund

NAV$28.84
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Returns Overview

1 Month
+1.37%
3 Months
+1.14%
6 Months
+5.29%
YTD
+8.37%
1 Year
+9.97%
3 Years (annualized)
+19.48%
5 Years (annualized)
+10.49%
10 Years (annualized)
+12.84%

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)
+8.37%
Peer Avg (YTD)
+10.80%
vs Peers
-2.43%

OARDX Mutual Fund Performance

OARDX performance across multiple time periods: 1-month 1.37%, YTD 8.37%, 1-year 9.97%, 3-year 19.48%, 5-year 10.49%, 10-year 12.84%.

OARDX returns trail the peer average of 10.80% 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.