AORHX Mutual Fund

AORHX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
-2.19%
3 Months
-1.94%
6 Months
+1.48%
YTD
+0.66%
1 Year
+1.56%
3 Years (annualized)
+6.46%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AORHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+2.46%
vs Peers
-1.79%

AORHX Mutual Fund Performance

AORHX performance across multiple time periods: 1-month -2.19%, YTD 0.66%, 1-year 1.56%, 3-year 6.46%, 5-year 1.99%, 10-year 3.62%.

AORHX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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