AOOIX Mutual Fund

AOOIX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
-0.11%
3 Months
+2.60%
6 Months
+4.64%
YTD
+6.46%
1 Year
+13.54%
3 Years (annualized)
+11.39%
5 Years (annualized)
+5.56%
10 Years (annualized)
+8.65%

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
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📉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)
+6.46%
Peer Avg (YTD)
+5.54%
vs Peers
+0.93%

AOOIX Mutual Fund Performance

AOOIX performance across multiple time periods: 1-month -0.11%, YTD 6.46%, 1-year 13.54%, 3-year 11.39%, 5-year 5.56%, 10-year 8.65%.

AOOIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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