AAAQX Mutual Fund

NAV$13.61

Returns Overview

1 Month
-2.66%
3 Months
-1.97%
6 Months
+7.54%
YTD
+6.88%
1 Year
+12.34%
3 Years (annualized)
+9.70%
5 Years (annualized)
+4.56%
10 Years (annualized)
+6.39%

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
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)
+6.88%
Peer Avg (YTD)
+6.73%
vs Peers
+0.15%

AAAQX Mutual Fund Performance

AAAQX performance across multiple time periods: 1-month -2.66%, YTD 6.88%, 1-year 12.34%, 3-year 9.70%, 5-year 4.56%, 10-year 6.39%.

AAAQX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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