AOUAX Mutual Fund

AOUAX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
+0.37%
3 Months
+0.98%
6 Months
+1.75%
YTD
+2.50%
1 Year
+4.15%
3 Years (annualized)
+5.42%
5 Years (annualized)
+3.18%

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
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📉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)
+2.50%
Peer Avg (YTD)
+2.15%
vs Peers
+0.35%

AOUAX Mutual Fund Performance

AOUAX performance across multiple time periods: 1-month 0.37%, YTD 2.50%, 1-year 4.15%, 3-year 5.42%, 5-year 3.18%.

AOUAX returns outperform the peer average of 2.15% 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.