AOCIX Mutual Fund

AOCIX Mutual Fund

NAV$14.34
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Returns Overview

3 Months
+1.79%
6 Months
+3.00%
YTD
+4.12%
1 Year
+8.68%
3 Years (annualized)
+8.27%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.95%

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)
+4.12%
Peer Avg (YTD)
+3.39%
vs Peers
+0.74%

AOCIX Mutual Fund Performance

AOCIX performance across multiple time periods: YTD 4.12%, 1-year 8.68%, 3-year 8.27%, 5-year 3.58%, 10-year 5.95%.

AOCIX returns outperform the peer average of 3.39% 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.