AOBLX Mutual Fund

AOBLX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
+0.42%
3 Months
+0.14%
6 Months
+9.01%
YTD
+12.85%
1 Year
+24.30%
3 Years (annualized)
+16.16%
5 Years (annualized)
+8.62%
10 Years (annualized)
+9.91%

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)
+12.85%
Peer Avg (YTD)
+6.28%
vs Peers
+6.57%

AOBLX Mutual Fund Performance

AOBLX performance across multiple time periods: 1-month 0.42%, YTD 12.85%, 1-year 24.30%, 3-year 16.16%, 5-year 8.62%, 10-year 9.91%.

AOBLX returns outperform the peer average of 6.28% 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.