AOTAX Mutual Fund

NAV$38.02

Returns Overview

1 Month
+11.66%
3 Months
+14.10%
6 Months
+30.40%
YTD
+9.68%
1 Year
+42.56%
3 Years
+18.37%
5 Years
+5.40%
10 Years
+9.57%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+9.68%
Peer Avg (YTD)
+5.89%
vs Peers
+3.79%

AOTAX Mutual Fund Performance

AOTAX performance across multiple time periods: 1-month 11.66%, YTD 9.68%, 1-year 42.56%, 3-year 18.37%, 5-year 5.40%, 10-year 9.57%.

AOTAX returns outperform the peer average of 5.89% 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.