AOTAX Mutual Fund

AOTAX Mutual Fund

NAV$42.57
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Returns Overview

1 Month
-8.90%
3 Months
-3.93%
6 Months
+5.55%
YTD
+21.21%
1 Year
+26.10%
3 Years (annualized)
+24.28%
5 Years (annualized)
+8.18%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOTAX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.21%
Peer Avg (YTD)
+9.82%
vs Peers
+11.39%

AOTAX Mutual Fund Performance

AOTAX performance across multiple time periods: 1-month -8.90%, YTD 21.21%, 1-year 26.10%, 3-year 24.28%, 5-year 8.18%, 10-year 8.90%.

AOTAX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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