AIORX Mutual Fund

NAV$12.06

Returns Overview

1 Month
-3.69%
3 Months
+8.95%
6 Months
+12.20%
YTD
+10.84%
1 Year
+21.37%
3 Years (annualized)
+13.36%
5 Years (annualized)
+4.86%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIORX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+10.84%
Peer Avg (YTD)
+9.16%
vs Peers
+1.68%

AIORX Mutual Fund Performance

AIORX performance across multiple time periods: 1-month -3.69%, YTD 10.84%, 1-year 21.37%, 3-year 13.36%, 5-year 4.86%, 10-year 9.58%.

AIORX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

AIORX performance comparison shows side-by-side returns with another fund. AIORX alternatives are available in the Mutual Fund Screener.