AOOIX Mutual Fund

NAV$19.24

Returns Overview

1 Month
+0.32%
3 Months
+8.59%
6 Months
+7.06%
YTD
+6.58%
1 Year
+14.58%
3 Years (annualized)
+12.25%
5 Years (annualized)
+5.83%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOOIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+5.87%
vs Peers
+0.71%

AOOIX Mutual Fund Performance

AOOIX performance across multiple time periods: 1-month 0.32%, YTD 6.58%, 1-year 14.58%, 3-year 12.25%, 5-year 5.83%, 10-year 9.04%.

AOOIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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