AAAUX Mutual Fund

AAAUX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-0.44%
3 Months
+2.62%
6 Months
+4.77%
YTD
+7.13%
1 Year
+15.04%
3 Years (annualized)
+13.62%
5 Years (annualized)
+7.48%
10 Years (annualized)
+10.29%

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
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📉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)
+7.13%
Peer Avg (YTD)
+6.57%
vs Peers
+0.56%

AAAUX Mutual Fund Performance

AAAUX performance across multiple time periods: 1-month -0.44%, YTD 7.13%, 1-year 15.04%, 3-year 13.62%, 5-year 7.48%, 10-year 10.29%.

AAAUX returns outperform the peer average of 6.57% 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.