AAAUX Mutual Fund

NAV$9.19

Returns Overview

1 Month
+0.22%
3 Months
+9.56%
6 Months
+8.25%
YTD
+7.61%
1 Year
+16.24%
3 Years (annualized)
+14.57%
5 Years (annualized)
+7.72%
10 Years (annualized)
+9.28%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+7.61%
Peer Avg (YTD)
+6.73%
vs Peers
+0.88%

AAAUX Mutual Fund Performance

AAAUX performance across multiple time periods: 1-month 0.22%, YTD 7.61%, 1-year 16.24%, 3-year 14.57%, 5-year 7.72%, 10-year 9.28%.

AAAUX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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