AOFCX Mutual Fund

AOFCX Mutual Fund

NAV$20.78
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Returns Overview

1 Month
-5.00%
3 Months
+14.17%
6 Months
+11.21%
YTD
+14.94%
1 Year
+29.18%
3 Years (annualized)
+11.70%
5 Years (annualized)
-4.84%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFCX 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)
+14.94%
Peer Avg (YTD)
+15.31%
vs Peers
-0.37%

AOFCX Mutual Fund Performance

AOFCX performance across multiple time periods: 1-month -5.00%, YTD 14.94%, 1-year 29.18%, 3-year 11.70%, 5-year -4.84%, 10-year 8.30%.

AOFCX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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