AAZAX Mutual Fund

AAZAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-1.34%
3 Months
-2.37%
6 Months
-2.02%
YTD
-2.30%
1 Year
+1.56%
3 Years (annualized)
+1.45%
5 Years (annualized)
+1.26%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAZAX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
-1.27%
vs Peers
-1.03%

AAZAX Mutual Fund Performance

AAZAX performance across multiple time periods: 1-month -1.34%, YTD -2.30%, 1-year 1.56%, 3-year 1.45%, 5-year 1.26%, 10-year 1.71%.

AAZAX returns trail the peer average of -1.27% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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