AAAVX Mutual Fund

NAV$13.09

Returns Overview

1 Month
-2.60%
3 Months
-1.82%
6 Months
+7.85%
YTD
+7.16%
1 Year
+12.98%
3 Years (annualized)
+10.34%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.88%

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
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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+6.73%
vs Peers
+0.44%

AAAVX Mutual Fund Performance

AAAVX performance across multiple time periods: 1-month -2.60%, YTD 7.16%, 1-year 12.98%, 3-year 10.34%, 5-year 5.15%, 10-year 6.88%.

AAAVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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