AAMAX Mutual Fund

NAV$13.78

Returns Overview

1 Month
+0.15%
3 Months
+11.08%
6 Months
+9.20%
YTD
+8.76%
1 Year
+14.95%
3 Years (annualized)
+11.96%
5 Years (annualized)
+5.61%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMAX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+5.87%
vs Peers
+2.90%

AAMAX Mutual Fund Performance

AAMAX performance across multiple time periods: 1-month 0.15%, YTD 8.76%, 1-year 14.95%, 3-year 11.96%, 5-year 5.61%, 10-year 6.27%.

AAMAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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