AOFCX Mutual Fund

AOFCX Mutual Fund

NAV$20.08
See how much of AOFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.74%
3 Months
-3.07%
6 Months
+10.67%
YTD
+9.34%
1 Year
+7.22%
3 Years (annualized)
+18.06%
5 Years (annualized)
-3.78%
10 Years (annualized)
+9.05%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+12.21%
vs Peers
-2.87%

AOFCX Mutual Fund Performance

AOFCX performance across multiple time periods: 1-month -4.74%, YTD 9.34%, 1-year 7.22%, 3-year 18.06%, 5-year -3.78%, 10-year 9.05%.

AOFCX returns trail the peer average of 12.21% 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.