AOPAX Mutual Fund

NAV$43.30

Returns Overview

1 Month
-2.43%
3 Months
+6.22%
6 Months
+12.55%
YTD
+12.39%
1 Year
+31.78%
3 Years (annualized)
+19.63%
5 Years (annualized)
+6.70%
10 Years (annualized)
+6.62%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+9.16%
vs Peers
+3.23%

AOPAX Mutual Fund Performance

AOPAX performance across multiple time periods: 1-month -2.43%, YTD 12.39%, 1-year 31.78%, 3-year 19.63%, 5-year 6.70%, 10-year 6.62%.

AOPAX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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