AOTCX Mutual Fund

NAV$39.89

Returns Overview

6 Months
+9.14%
YTD
+7.17%
1 Year
+27.20%
3 Years (annualized)
+15.64%
5 Years (annualized)
+3.23%
10 Years (annualized)
+7.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+23.08%
vs Peers
-15.90%

AOTCX Mutual Fund Performance

AOTCX performance across multiple time periods: YTD 7.17%, 1-year 27.20%, 3-year 15.64%, 5-year 3.23%, 10-year 7.34%.

AOTCX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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