AAAVX Mutual Fund

AAAVX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
+2.65%
3 Months
-2.76%
6 Months
+4.67%
YTD
+10.00%
1 Year
+17.80%
3 Years (annualized)
+10.18%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAVX 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
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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)
+10.00%
Peer Avg (YTD)
+6.57%
vs Peers
+3.43%

AAAVX Mutual Fund Performance

AAAVX performance across multiple time periods: 1-month 2.65%, YTD 10.00%, 1-year 17.80%, 3-year 10.18%, 5-year 5.34%, 10-year 7.08%.

AAAVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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