AAAPX Mutual Fund

AAAPX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
+2.56%
3 Months
-3.05%
6 Months
+4.09%
YTD
+9.33%
1 Year
+16.56%
3 Years (annualized)
+9.05%
5 Years (annualized)
+4.24%
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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+6.57%
vs Peers
+2.75%

AAAPX Mutual Fund Performance

AAAPX performance across multiple time periods: 1-month 2.56%, YTD 9.33%, 1-year 16.56%, 3-year 9.05%, 5-year 4.24%, 10-year 5.96%.

AAAPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.89%, 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.