AOCIX Mutual Fund

AOCIX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
+0.85%
3 Months
+1.21%
6 Months
+2.47%
YTD
+5.01%
1 Year
+7.49%
3 Years (annualized)
+9.20%
5 Years (annualized)
+3.56%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOCIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+3.78%
vs Peers
+1.23%

AOCIX Mutual Fund Performance

AOCIX performance across multiple time periods: 1-month 0.85%, YTD 5.01%, 1-year 7.49%, 3-year 9.20%, 5-year 3.56%, 10-year 6.04%.

AOCIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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