AAAUX Mutual Fund

AAAUX Mutual Fund

NAV$9.02
See how much of AAAUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.22%
3 Months
-0.78%
6 Months
+1.82%
YTD
+6.30%
1 Year
+8.35%
3 Years (annualized)
+16.85%
5 Years (annualized)
+6.79%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+6.22%
vs Peers
+0.08%

AAAUX Mutual Fund Performance

AAAUX performance across multiple time periods: 1-month -0.22%, YTD 6.30%, 1-year 8.35%, 3-year 16.85%, 5-year 6.79%, 10-year 10.32%.

AAAUX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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