AQMIX Mutual Fund

AQMIX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
-3.69%
3 Months
+3.59%
6 Months
+3.20%
YTD
+13.46%
1 Year
+16.54%
3 Years (annualized)
+10.24%
5 Years (annualized)
+13.29%
10 Years (annualized)
+5.42%

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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+13.46%
Peer Avg (YTD)
+3.99%
vs Peers
+9.47%

AQMIX Mutual Fund Performance

AQMIX performance across multiple time periods: 1-month -3.69%, YTD 13.46%, 1-year 16.54%, 3-year 10.24%, 5-year 13.29%, 10-year 5.42%.

AQMIX returns outperform the peer average of 3.99% 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.