AAAIX Mutual Fund

NAV$9.04

Returns Overview

1 Month
-0.55%
3 Months
+2.49%
6 Months
+4.63%
YTD
+6.86%
1 Year
+16.11%
3 Years (annualized)
+14.38%
5 Years (annualized)
+7.54%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+6.73%
vs Peers
+0.13%

AAAIX Mutual Fund Performance

AAAIX performance across multiple time periods: 1-month -0.55%, YTD 6.86%, 1-year 16.11%, 3-year 14.38%, 5-year 7.54%, 10-year 9.12%.

AAAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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