AAAAX Mutual Fund

AAAAX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
+2.60%
3 Months
-2.92%
6 Months
+4.54%
YTD
+9.78%
1 Year
+17.46%
3 Years (annualized)
+9.85%
5 Years (annualized)
+5.01%
10 Years (annualized)
+6.76%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+6.57%
vs Peers
+3.21%

AAAAX Mutual Fund Performance

AAAAX performance across multiple time periods: 1-month 2.60%, YTD 9.78%, 1-year 17.46%, 3-year 9.85%, 5-year 5.01%, 10-year 6.76%.

AAAAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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