AAZXX Mutual Fund

AAZXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.21%
3 Months
+6.81%
6 Months
+7.67%
YTD
+7.67%
1 Year
+9.69%
3 Years (annualized)
+21.44%
5 Years (annualized)
+16.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAZXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
USTREAS TBill Auction Ave 3 Mon(^USTREASTBAAM)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+1.70%
vs Peers
+5.97%

AAZXX Mutual Fund Performance

AAZXX performance across multiple time periods: 1-month 3.21%, YTD 7.67%, 1-year 9.69%, 3-year 21.44%, 5-year 16.70%.

AAZXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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