AAMIX Mutual Fund

AAMIX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
+2.65%
3 Months
+2.43%
6 Months
+9.34%
YTD
+11.35%
1 Year
+15.27%
3 Years (annualized)
+13.28%
5 Years (annualized)
+5.61%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAMIX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+6.28%
vs Peers
+5.07%

AAMIX Mutual Fund Performance

AAMIX performance across multiple time periods: 1-month 2.65%, YTD 11.35%, 1-year 15.27%, 3-year 13.28%, 5-year 5.61%, 10-year 6.38%.

AAMIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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