AAAZX Mutual Fund

AAAZX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+2.64%
3 Months
-2.83%
6 Months
+4.65%
YTD
+9.96%
1 Year
+17.72%
3 Years (annualized)
+10.18%
5 Years (annualized)
+5.33%
10 Years (annualized)
+6.98%

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
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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
Bloomberg US Treasury Inflation Protected Securities (TIPS) Index Total Return USD(^BUSTRUTRUSD)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+6.57%
vs Peers
+3.39%

AAAZX Mutual Fund Performance

AAAZX performance across multiple time periods: 1-month 2.64%, YTD 9.96%, 1-year 17.72%, 3-year 10.18%, 5-year 5.33%, 10-year 6.98%.

AAAZX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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