AOTCX Mutual Fund

AOTCX Mutual Fund

NAV$39.89
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Returns Overview

YTD
+7.17%
1 Year
+11.38%
3 Years (annualized)
+18.65%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOTCX 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)
+7.17%
Peer Avg (YTD)
+9.82%
vs Peers
-2.65%

AOTCX Mutual Fund Performance

AOTCX performance across multiple time periods: YTD 7.17%, 1-year 11.38%, 3-year 18.65%, 5-year 4.90%, 10-year 6.83%.

AOTCX returns trail the peer average of 9.82% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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