AAAQX Mutual Fund

AAAQX Mutual Fund

NAV$13.42
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Returns Overview

1 Month
-5.32%
3 Months
-2.40%
6 Months
-8.13%
YTD
+4.95%
1 Year
+6.90%
3 Years (annualized)
+10.29%
5 Years (annualized)
+4.03%
10 Years (annualized)
+6.14%

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)
+4.95%
Peer Avg (YTD)
+6.10%
vs Peers
-1.15%

AAAQX Mutual Fund Performance

AAAQX performance across multiple time periods: 1-month -5.32%, YTD 4.95%, 1-year 6.90%, 3-year 10.29%, 5-year 4.03%, 10-year 6.14%.

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.