AOFYX Mutual Fund

AOFYX Mutual Fund

NAV$26.25
See how much of AOFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.65%
3 Months
+6.49%
6 Months
+15.67%
YTD
+17.63%
1 Year
+25.81%
3 Years (annualized)
+15.34%
5 Years (annualized)
-3.54%
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
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)
+17.63%
Peer Avg (YTD)
+15.20%
vs Peers
+2.43%

AOFYX Mutual Fund Performance

AOFYX performance across multiple time periods: 1-month 1.65%, YTD 17.63%, 1-year 25.81%, 3-year 15.34%, 5-year -3.54%, 10-year 9.49%.

AOFYX returns outperform the peer average of 15.20% 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.