AAAAX Mutual Fund

NAV$13.33

Returns Overview

1 Month
-2.62%
3 Months
-1.92%
6 Months
+7.67%
YTD
+6.99%
1 Year
+12.62%
3 Years (annualized)
+10.00%
5 Years (annualized)
+4.82%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+6.73%
vs Peers
+0.27%

AAAAX Mutual Fund Performance

AAAAX performance across multiple time periods: 1-month -2.62%, YTD 6.99%, 1-year 12.62%, 3-year 10.00%, 5-year 4.82%, 10-year 6.58%.

AAAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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