AAMIX Mutual Fund

AAMIX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-0.37%
3 Months
+3.27%
6 Months
+7.27%
YTD
+8.47%
1 Year
+14.33%
3 Years (annualized)
+11.35%
5 Years (annualized)
+5.49%
10 Years (annualized)
+6.05%

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)
+8.47%
Peer Avg (YTD)
+5.54%
vs Peers
+2.94%

AAMIX Mutual Fund Performance

AAMIX performance across multiple time periods: 1-month -0.37%, YTD 8.47%, 1-year 14.33%, 3-year 11.35%, 5-year 5.49%, 10-year 6.05%.

AAMIX returns outperform the peer average of 5.54% 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.