AOFAX Mutual Fund

NAV$25.20

Returns Overview

1 Month
+10.10%
3 Months
+31.40%
6 Months
+21.41%
YTD
+19.14%
1 Year
+36.63%
3 Years (annualized)
+15.61%
5 Years (annualized)
-3.16%
10 Years (annualized)
+10.16%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.14%
Peer Avg (YTD)
+18.52%
vs Peers
+0.61%

AOFAX Mutual Fund Performance

AOFAX performance across multiple time periods: 1-month 10.10%, YTD 19.14%, 1-year 36.63%, 3-year 15.61%, 5-year -3.16%, 10-year 10.16%.

AOFAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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