AQMNX Mutual Fund

AQMNX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
-3.74%
3 Months
+3.54%
6 Months
+3.05%
YTD
+13.18%
1 Year
+16.14%
3 Years (annualized)
+9.93%
5 Years (annualized)
+12.99%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMNX 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)
+13.18%
Peer Avg (YTD)
+3.99%
vs Peers
+9.19%

AQMNX Mutual Fund Performance

AQMNX performance across multiple time periods: 1-month -3.74%, YTD 13.18%, 1-year 16.14%, 3-year 9.93%, 5-year 12.99%, 10-year 5.14%.

AQMNX returns outperform the peer average of 3.99% YTD. With an expense ratio of 3.39%, investors should weigh costs against performance when evaluating this mutual fund.

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