AAAMX Mutual Fund

AAAMX Mutual Fund

NAV$11.12
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Returns Overview

3 Months
+1.57%
6 Months
+3.10%
YTD
+4.38%
1 Year
+9.87%
3 Years (annualized)
+8.93%
5 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+6.99%
vs Peers
-2.62%

AAAMX Mutual Fund Performance

AAAMX performance across multiple time periods: YTD 4.38%, 1-year 9.87%, 3-year 8.93%, 5-year 4.04%.

AAAMX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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