AAARX Mutual Fund

AAARX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
-0.33%
3 Months
-0.97%
6 Months
+1.44%
YTD
+5.52%
1 Year
+7.41%
3 Years (annualized)
+15.63%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAARX 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 ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+6.22%
vs Peers
-0.70%

AAARX Mutual Fund Performance

AAARX performance across multiple time periods: 1-month -0.33%, YTD 5.52%, 1-year 7.41%, 3-year 15.63%, 5-year 5.77%, 10-year 7.95%.

AAARX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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