AAASX Mutual Fund

AAASX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+2.70%
3 Months
-2.84%
6 Months
+4.60%
YTD
+9.96%
1 Year
+17.69%
3 Years (annualized)
+10.04%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAASX 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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+6.57%
vs Peers
+3.39%

AAASX Mutual Fund Performance

AAASX performance across multiple time periods: 1-month 2.70%, YTD 9.96%, 1-year 17.69%, 3-year 10.04%, 5-year 5.17%, 10-year 6.85%.

AAASX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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