AAAPX Mutual Fund

AAAPX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
-5.41%
3 Months
-2.56%
6 Months
-4.62%
YTD
+3.87%
1 Year
+6.37%
3 Years (annualized)
+9.70%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAPX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+6.10%
vs Peers
-2.23%

AAAPX Mutual Fund Performance

AAAPX performance across multiple time periods: 1-month -5.41%, YTD 3.87%, 1-year 6.37%, 3-year 9.70%, 5-year 3.52%, 10-year 5.96%.

AAAPX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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