AOBLX Mutual Fund

NAV$14.23

Returns Overview

1 Month
+1.19%
3 Months
+15.28%
6 Months
+14.67%
YTD
+14.04%
1 Year
+29.97%
3 Years (annualized)
+17.13%
5 Years (annualized)
+16.51%
10 Years (annualized)
+22.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOBLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+5.87%
vs Peers
+8.17%

AOBLX Mutual Fund Performance

AOBLX performance across multiple time periods: 1-month 1.19%, YTD 14.04%, 1-year 29.97%, 3-year 17.13%, 5-year 16.51%, 10-year 22.13%.

AOBLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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