AOTIX Mutual Fund

AOTIX Mutual Fund

NAV$49.36
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Returns Overview

1 Month
+3.85%
3 Months
+2.39%
6 Months
+13.60%
YTD
+33.69%
1 Year
+53.36%
3 Years (annualized)
+25.41%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.29%

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
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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)
+33.69%
Peer Avg (YTD)
+20.14%
vs Peers
+13.55%

AOTIX Mutual Fund Performance

AOTIX performance across multiple time periods: 1-month 3.85%, YTD 33.69%, 1-year 53.36%, 3-year 25.41%, 5-year 8.91%, 10-year 10.29%.

AOTIX returns outperform the peer average of 20.14% 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.