AOPAX Mutual Fund

AOPAX Mutual Fund

NAV$44.85
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Returns Overview

1 Month
+1.77%
3 Months
+1.18%
6 Months
+6.96%
YTD
+14.38%
1 Year
+33.59%
3 Years (annualized)
+17.66%
5 Years (annualized)
+6.22%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOPAX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+8.67%
vs Peers
+5.71%

AOPAX Mutual Fund Performance

AOPAX performance across multiple time periods: 1-month 1.77%, YTD 14.38%, 1-year 33.59%, 3-year 17.66%, 5-year 6.22%, 10-year 8.10%.

AOPAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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