AQMIX Mutual Fund

NAV$10.55

Returns Overview

1 Month
+0.96%
3 Months
-0.66%
6 Months
+5.39%
YTD
+9.21%
1 Year
+21.33%
3 Years (annualized)
+10.73%
5 Years (annualized)
+12.78%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+3.47%
vs Peers
+5.74%

AQMIX Mutual Fund Performance

AQMIX performance across multiple time periods: 1-month 0.96%, YTD 9.21%, 1-year 21.33%, 3-year 10.73%, 5-year 12.78%, 10-year 4.27%.

AQMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

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