AAAPX Mutual Fund

NAV$13.54

Returns Overview

1 Month
-2.74%
3 Months
-2.11%
6 Months
+7.26%
YTD
+6.60%
1 Year
+11.82%
3 Years (annualized)
+9.16%
5 Years (annualized)
+4.03%
10 Years (annualized)
+6.12%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.60%
Peer Avg (YTD)
+6.73%
vs Peers
-0.13%

AAAPX Mutual Fund Performance

AAAPX performance across multiple time periods: 1-month -2.74%, YTD 6.60%, 1-year 11.82%, 3-year 9.16%, 5-year 4.03%, 10-year 6.12%.

AAAPX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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