AOTCX Mutual Fund

NAV$39.89

Returns Overview

1 Month
+9.14%
3 Months
+11.38%
6 Months
+27.04%
YTD
+7.17%
1 Year
+38.37%
3 Years
+16.62%
5 Years
+4.15%
10 Years
+8.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would AOTCX 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)
+7.17%
Peer Avg (YTD)
+5.89%
vs Peers
+1.28%

AOTCX Mutual Fund Performance

AOTCX performance across multiple time periods: 1-month 9.14%, YTD 7.17%, 1-year 38.37%, 3-year 16.62%, 5-year 4.15%, 10-year 8.51%.

AOTCX returns outperform the peer average of 5.89% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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