AQMIX Mutual Fund

AQMIX Mutual Fund

NAV$10.67
See how much of AQMIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.24%
3 Months
-0.38%
6 Months
+5.69%
YTD
+10.55%
1 Year
+22.01%
3 Years (annualized)
+12.04%
5 Years (annualized)
+13.74%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+2.39%
vs Peers
+8.16%

AQMIX Mutual Fund Performance

AQMIX performance across multiple time periods: 1-month 1.24%, YTD 10.55%, 1-year 22.01%, 3-year 12.04%, 5-year 13.74%, 10-year 4.35%.

AQMIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

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