AOFIX Mutual Fund

AOFIX Mutual Fund

NAV$26.81
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Returns Overview

1 Month
-4.94%
3 Months
+14.41%
6 Months
+11.65%
YTD
+15.47%
1 Year
+30.19%
3 Years (annualized)
+12.58%
5 Years (annualized)
-4.09%
10 Years (annualized)
+9.92%

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)
+15.47%
Peer Avg (YTD)
+15.31%
vs Peers
+0.16%

AOFIX Mutual Fund Performance

AOFIX performance across multiple time periods: 1-month -4.94%, YTD 15.47%, 1-year 30.19%, 3-year 12.58%, 5-year -4.09%, 10-year 9.92%.

AOFIX returns outperform the peer average of 15.31% 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.