AAAZX Mutual Fund

NAV$13.18

Returns Overview

1 Month
-2.67%
3 Months
-1.82%
6 Months
+7.81%
YTD
+7.13%
1 Year
+12.90%
3 Years (annualized)
+10.31%
5 Years (annualized)
+5.14%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAZX 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

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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)
+7.13%
Peer Avg (YTD)
+6.73%
vs Peers
+0.41%

AAAZX Mutual Fund Performance

AAAZX performance across multiple time periods: 1-month -2.67%, YTD 7.13%, 1-year 12.90%, 3-year 10.31%, 5-year 5.14%, 10-year 6.79%.

AAAZX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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