AOFYX Mutual Fund

AOFYX Mutual Fund

NAV$26.42
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Returns Overview

1 Month
-4.90%
3 Months
+14.54%
6 Months
+11.88%
YTD
+15.72%
1 Year
+30.67%
3 Years (annualized)
+12.98%
5 Years (annualized)
-3.76%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFYX 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)
+15.72%
Peer Avg (YTD)
+15.31%
vs Peers
+0.41%

AOFYX Mutual Fund Performance

AOFYX performance across multiple time periods: 1-month -4.90%, YTD 15.72%, 1-year 30.67%, 3-year 12.98%, 5-year -3.76%, 10-year 9.49%.

AOFYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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