AAMAX Mutual Fund

AAMAX Mutual Fund

NAV$13.56
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Returns Overview

1 Month
-0.66%
3 Months
+0.37%
6 Months
+3.60%
YTD
+8.76%
1 Year
+9.41%
3 Years (annualized)
+13.98%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMAX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+5.92%
vs Peers
+2.84%

AAMAX Mutual Fund Performance

AAMAX performance across multiple time periods: 1-month -0.66%, YTD 8.76%, 1-year 9.41%, 3-year 13.98%, 5-year 4.75%, 10-year 6.25%.

AAMAX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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