AQMRX Mutual Fund

NAV$10.58

Returns Overview

1 Month
+1.54%
3 Months
-1.21%
6 Months
+3.73%
YTD
+9.30%
1 Year
+21.37%
3 Years (annualized)
+10.80%
5 Years (annualized)
+12.88%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMRX 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)
+9.30%
Peer Avg (YTD)
+3.47%
vs Peers
+5.82%

AQMRX Mutual Fund Performance

AQMRX performance across multiple time periods: 1-month 1.54%, YTD 9.30%, 1-year 21.37%, 3-year 10.80%, 5-year 12.88%, 10-year 4.35%.

AQMRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.01%, investors should weigh costs against performance when evaluating this mutual fund.

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