AOHCX Mutual Fund

NAV$9.10

Returns Overview

1 Month
-1.41%
3 Months
-0.26%
6 Months
-1.87%
YTD
-0.37%
1 Year
+1.10%
3 Years (annualized)
+0.31%
5 Years (annualized)
+0.78%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOHCX 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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
-0.72%
vs Peers
+0.36%

AOHCX Mutual Fund Performance

AOHCX performance across multiple time periods: 1-month -1.41%, YTD -0.37%, 1-year 1.10%, 3-year 0.31%, 5-year 0.78%, 10-year 1.12%.

AOHCX returns outperform the peer average of -0.72% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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