GAORX Mutual Fund

GAORX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-1.75%
3 Months
-0.45%
6 Months
+7.80%
YTD
+3.81%
1 Year
+5.92%
3 Years (annualized)
+12.05%
5 Years (annualized)
+4.24%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAORX 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 Barclays Global Aggregate (USD Unhedged(^BBGAUSUNH)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+4.96%
vs Peers
-1.16%

GAORX Mutual Fund Performance

GAORX performance across multiple time periods: 1-month -1.75%, YTD 3.81%, 1-year 5.92%, 3-year 12.05%, 5-year 4.24%, 10-year 6.92%.

GAORX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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