AOBLX Mutual Fund

AOBLX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-1.45%
3 Months
+3.48%
6 Months
+10.14%
YTD
+12.38%
1 Year
+26.00%
3 Years (annualized)
+15.61%
5 Years (annualized)
+8.83%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOBLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+5.54%
vs Peers
+6.84%

AOBLX Mutual Fund Performance

AOBLX performance across multiple time periods: 1-month -1.45%, YTD 12.38%, 1-year 26.00%, 3-year 15.61%, 5-year 8.83%, 10-year 9.85%.

AOBLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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