AAARX Mutual Fund

NAV$9.36

Returns Overview

1 Month
+0.11%
3 Months
+9.39%
6 Months
+7.75%
YTD
+7.13%
1 Year
+15.27%
3 Years (annualized)
+13.59%
5 Years (annualized)
+6.81%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAARX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+6.73%
vs Peers
+0.40%

AAARX Mutual Fund Performance

AAARX performance across multiple time periods: 1-month 0.11%, YTD 7.13%, 1-year 15.27%, 3-year 13.59%, 5-year 6.81%, 10-year 8.36%.

AAARX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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