AOUIX Mutual Fund

AOUIX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
+0.51%
3 Months
+0.88%
6 Months
+1.92%
YTD
+2.76%
1 Year
+4.02%
3 Years (annualized)
+5.47%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOUIX 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)
+2.76%
Peer Avg (YTD)
+1.93%
vs Peers
+0.84%

AOUIX Mutual Fund Performance

AOUIX performance across multiple time periods: 1-month 0.51%, YTD 2.76%, 1-year 4.02%, 3-year 5.47%, 5-year 3.50%.

AOUIX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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