AAMIX Mutual Fund

NAV$13.90

Returns Overview

1 Month
+0.15%
3 Months
+11.18%
6 Months
+9.31%
YTD
+8.87%
1 Year
+15.32%
3 Years (annualized)
+13.39%
5 Years (annualized)
+8.05%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMIX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+5.87%
vs Peers
+3.01%

AAMIX Mutual Fund Performance

AAMIX performance across multiple time periods: 1-month 0.15%, YTD 8.87%, 1-year 15.32%, 3-year 13.39%, 5-year 8.05%, 10-year 7.52%.

AAMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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