AOTAX Mutual Fund

NAV$44.41

Returns Overview

1 Month
-5.25%
3 Months
+6.91%
6 Months
+14.84%
YTD
+23.16%
1 Year
+55.29%
3 Years (annualized)
+24.20%
5 Years (annualized)
+8.08%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOTAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.16%
Peer Avg (YTD)
+23.08%
vs Peers
+0.08%

AOTAX Mutual Fund Performance

AOTAX performance across multiple time periods: 1-month -5.25%, YTD 23.16%, 1-year 55.29%, 3-year 24.20%, 5-year 8.08%, 10-year 10.24%.

AOTAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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