AROIX Mutual Fund

NAV$19.26

Returns Overview

1 Month
+0.32%
3 Months
+8.55%
6 Months
+6.89%
YTD
+6.47%
1 Year
+14.31%
3 Years (annualized)
+12.02%
5 Years (annualized)
+5.62%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AROIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+5.87%
vs Peers
+0.61%

AROIX Mutual Fund Performance

AROIX performance across multiple time periods: 1-month 0.32%, YTD 6.47%, 1-year 14.31%, 3-year 12.02%, 5-year 5.62%, 10-year 8.99%.

AROIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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