AOFIX Mutual Fund

AOFIX Mutual Fund

NAV$24.51
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Returns Overview

1 Month
-4.67%
3 Months
-2.88%
6 Months
+11.12%
YTD
+10.06%
1 Year
+8.05%
3 Years (annualized)
+18.98%
5 Years (annualized)
-4.43%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFIX 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)
+10.06%
Peer Avg (YTD)
+12.21%
vs Peers
-2.15%

AOFIX Mutual Fund Performance

AOFIX performance across multiple time periods: 1-month -4.67%, YTD 10.06%, 1-year 8.05%, 3-year 18.98%, 5-year -4.43%, 10-year 8.90%.

AOFIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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