AOUNX Mutual Fund

AOUNX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.10%
3 Months
+0.45%
6 Months
+1.32%
YTD
+2.56%
1 Year
+3.39%
3 Years (annualized)
+5.38%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOUNX 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)
+2.56%
Peer Avg (YTD)
+1.93%
vs Peers
+0.63%

AOUNX Mutual Fund Performance

AOUNX performance across multiple time periods: 1-month 0.10%, YTD 2.56%, 1-year 3.39%, 3-year 5.38%, 5-year 3.36%.

AOUNX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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