AROAX Mutual Fund

AROAX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
-2.62%
3 Months
-1.54%
6 Months
+6.84%
YTD
+4.73%
1 Year
+7.03%
3 Years (annualized)
+12.25%
5 Years (annualized)
+4.99%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AROAX 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)
+4.73%
Peer Avg (YTD)
+4.96%
vs Peers
-0.23%

AROAX Mutual Fund Performance

AROAX performance across multiple time periods: 1-month -2.62%, YTD 4.73%, 1-year 7.03%, 3-year 12.25%, 5-year 4.99%, 10-year 8.28%.

AROAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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