AOMIX Mutual Fund

AOMIX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-2.57%
3 Months
-1.43%
6 Months
+6.55%
YTD
+4.53%
1 Year
+6.54%
3 Years (annualized)
+12.01%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOMIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.96%
vs Peers
-0.44%

AOMIX Mutual Fund Performance

AOMIX performance across multiple time periods: 1-month -2.57%, YTD 4.53%, 1-year 6.54%, 3-year 12.01%, 5-year 4.97%, 10-year 7.77%.

AOMIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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