AORSX Mutual Fund

AORSX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-2.51%
3 Months
-1.75%
6 Months
+3.59%
YTD
+2.00%
1 Year
+3.22%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.05%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AORSX 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)
+2.00%
Peer Avg (YTD)
+2.46%
vs Peers
-0.46%

AORSX Mutual Fund Performance

AORSX performance across multiple time periods: 1-month -2.51%, YTD 2.00%, 1-year 3.22%, 3-year 8.67%, 5-year 3.05%, 10-year 5.52%.

AORSX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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