AOFAX Mutual Fund

AOFAX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
-4.92%
3 Months
+14.46%
6 Months
+11.65%
YTD
+15.44%
1 Year
+30.12%
3 Years (annualized)
+12.49%
5 Years (annualized)
-4.20%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFAX 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)
+15.44%
Peer Avg (YTD)
+15.31%
vs Peers
+0.13%

AOFAX Mutual Fund Performance

AOFAX performance across multiple time periods: 1-month -4.92%, YTD 15.44%, 1-year 30.12%, 3-year 12.49%, 5-year -4.20%, 10-year 9.06%.

AOFAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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