AOFYX Mutual Fund

NAV$27.57
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Returns Overview

1 Month
+10.16%
3 Months
+31.52%
6 Months
+21.68%
YTD
+19.40%
1 Year
+37.27%
3 Years (annualized)
+16.12%
5 Years (annualized)
-1.49%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.40%
Peer Avg (YTD)
+18.52%
vs Peers
+0.87%

AOFYX Mutual Fund Performance

AOFYX performance across multiple time periods: 1-month 10.16%, YTD 19.40%, 1-year 37.27%, 3-year 16.12%, 5-year -1.49%.

AOFYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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