AAAQX Mutual Fund

AAAQX Mutual Fund

NAV$13.75
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Returns Overview

1 Month
+2.63%
3 Months
-2.96%
6 Months
+4.37%
YTD
+9.69%
1 Year
+17.18%
3 Years (annualized)
+9.59%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.49%

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
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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)
+9.69%
Peer Avg (YTD)
+6.57%
vs Peers
+3.11%

AAAQX Mutual Fund Performance

AAAQX performance across multiple time periods: 1-month 2.63%, YTD 9.69%, 1-year 17.18%, 3-year 9.59%, 5-year 4.75%, 10-year 6.49%.

AAAQX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.39%, 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.