AOFAX Mutual Fund

AOFAX Mutual Fund

NAV$23.65
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Returns Overview

1 Month
-4.68%
3 Months
-2.94%
6 Months
+11.09%
YTD
+9.94%
1 Year
+7.97%
3 Years (annualized)
+18.89%
5 Years (annualized)
-4.56%
10 Years (annualized)
+8.81%

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)
+9.94%
Peer Avg (YTD)
+12.21%
vs Peers
-2.27%

AOFAX Mutual Fund Performance

AOFAX performance across multiple time periods: 1-month -4.68%, YTD 9.94%, 1-year 7.97%, 3-year 18.89%, 5-year -4.56%, 10-year 8.81%.

AOFAX returns trail the peer average of 12.21% 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.