AIMOX Mutual Fund

NAV$16.53

Returns Overview

1 Month
-8.29%
3 Months
+0.06%
6 Months
+4.10%
YTD
-0.96%
1 Year
+24.44%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.39%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIMOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-0.96%
Peer Avg (YTD)
-5.86%
vs Peers
+4.90%

AIMOX Mutual Fund Performance

AIMOX performance across multiple time periods: 1-month -8.29%, YTD -0.96%, 1-year 24.44%, 3-year 12.84%, 5-year 6.39%, 10-year 7.42%.

AIMOX returns outperform the peer average of -5.86% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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