AOTAX Mutual Fund

AOTAX Mutual Fund

NAV$45.65
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Returns Overview

1 Month
-3.21%
3 Months
+9.88%
6 Months
+15.04%
YTD
+28.46%
1 Year
+50.01%
3 Years (annualized)
+21.04%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.46%

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
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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.46%
Peer Avg (YTD)
+17.66%
vs Peers
+10.80%

AOTAX Mutual Fund Performance

AOTAX performance across multiple time periods: 1-month -3.21%, YTD 28.46%, 1-year 50.01%, 3-year 21.04%, 5-year 8.42%, 10-year 9.46%.

AOTAX returns outperform the peer average of 17.66% 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.