AAAOX Mutual Fund

AAAOX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
+1.20%
3 Months
-0.27%
6 Months
+1.39%
YTD
+4.19%
1 Year
+5.72%
3 Years (annualized)
+11.17%
5 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAOX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+14.77%
vs Peers
-10.58%

AAAOX Mutual Fund Performance

AAAOX performance across multiple time periods: 1-month 1.20%, YTD 4.19%, 1-year 5.72%, 3-year 11.17%, 5-year 3.87%.

AAAOX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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