AOHAX Mutual Fund

AOHAX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
-1.36%
3 Months
-0.18%
6 Months
-1.50%
YTD
-0.29%
1 Year
+1.85%
3 Years (annualized)
+1.01%
5 Years (annualized)
+1.47%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOHAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
-0.72%
vs Peers
+0.43%

AOHAX Mutual Fund Performance

AOHAX performance across multiple time periods: 1-month -1.36%, YTD -0.29%, 1-year 1.85%, 3-year 1.01%, 5-year 1.47%, 10-year 1.72%.

AOHAX returns outperform the peer average of -0.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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