AONIX Mutual Fund

AONIX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-0.17%
3 Months
+1.05%
6 Months
+1.95%
YTD
+2.81%
1 Year
+6.22%
3 Years (annualized)
+6.49%
5 Years (annualized)
+2.49%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AONIX 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)
+2.81%
Peer Avg (YTD)
+3.39%
vs Peers
-0.58%

AONIX Mutual Fund Performance

AONIX performance across multiple time periods: 1-month -0.17%, YTD 2.81%, 1-year 6.22%, 3-year 6.49%, 5-year 2.49%, 10-year 4.28%.

AONIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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