AAAZX Mutual Fund

AAAZX Mutual Fund

NAV$13.13
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Returns Overview

1 Month
-5.34%
3 Months
-2.33%
6 Months
-4.11%
YTD
+4.64%
1 Year
+7.45%
3 Years (annualized)
+11.58%
5 Years (annualized)
+5.33%
10 Years (annualized)
+7.31%

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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+6.10%
vs Peers
-1.46%

AAAZX Mutual Fund Performance

AAAZX performance across multiple time periods: 1-month -5.34%, YTD 4.64%, 1-year 7.45%, 3-year 11.58%, 5-year 5.33%, 10-year 7.31%.

AAAZX returns trail the peer average of 6.10% 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.