AOTIX Mutual Fund

AOTIX Mutual Fund

NAV$47.00
See how much of AOTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.18%
3 Months
+9.96%
6 Months
+15.23%
YTD
+26.42%
1 Year
+50.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.42%
Peer Avg (YTD)
+17.66%
vs Peers
+8.76%

AOTIX Mutual Fund Performance

AOTIX performance across multiple time periods: 1-month -3.18%, YTD 26.42%, 1-year 50.55%.

AOTIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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