AAOTX Mutual Fund

AAOTX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-1.84%
3 Months
+3.35%
6 Months
+6.31%
YTD
+8.42%
1 Year
+18.14%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAOTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+6.99%
vs Peers
+1.43%

AAOTX Mutual Fund Performance

AAOTX performance across multiple time periods: 1-month -1.84%, YTD 8.42%, 1-year 18.14%, 3-year 16.66%, 5-year 9.02%.

AAOTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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