AAAQX Mutual Fund

AAAQX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
-5.32%
3 Months
-2.40%
6 Months
-8.13%
YTD
+0.15%
1 Year
+1.72%
3 Years (annualized)
+7.32%
5 Years (annualized)
+1.57%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAQX 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)
+0.15%
Peer Avg (YTD)
+6.10%
vs Peers
-5.95%

AAAQX Mutual Fund Performance

AAAQX performance across multiple time periods: 1-month -5.32%, YTD 0.15%, 1-year 1.72%, 3-year 7.32%, 5-year 1.57%, 10-year 4.42%.

AAAQX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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