AOFIX Mutual Fund

NAV$24.95

Returns Overview

1 Month
-3.59%
3 Months
+13.98%
6 Months
+6.35%
YTD
+13.05%
1 Year
+36.75%
3 Years (annualized)
+15.72%
5 Years (annualized)
-1.79%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+18.52%
vs Peers
-5.48%

AOFIX Mutual Fund Performance

AOFIX performance across multiple time periods: 1-month -3.59%, YTD 13.05%, 1-year 36.75%, 3-year 15.72%, 5-year -1.79%, 10-year 11.03%.

AOFIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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