AOUAX Mutual Fund

AOUAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.26%
3 Months
+0.97%
6 Months
+1.81%
YTD
+2.13%
1 Year
+4.40%
3 Years (annualized)
+5.53%
5 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOUAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+0.12%
vs Peers
+2.01%

AOUAX Mutual Fund Performance

AOUAX performance across multiple time periods: 1-month 0.26%, YTD 2.13%, 1-year 4.40%, 3-year 5.53%, 5-year 3.12%.

AOUAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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