AQMRX Mutual Fund

AQMRX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
+1.24%
3 Months
-0.38%
6 Months
+5.68%
YTD
+10.53%
1 Year
+22.05%
3 Years (annualized)
+12.12%
5 Years (annualized)
+13.86%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMRX 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)
+10.53%
Peer Avg (YTD)
+2.39%
vs Peers
+8.14%

AQMRX Mutual Fund Performance

AQMRX performance across multiple time periods: 1-month 1.24%, YTD 10.53%, 1-year 22.05%, 3-year 12.12%, 5-year 13.86%, 10-year 4.44%.

AQMRX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.01%, investors should weigh costs against performance when evaluating this mutual fund.

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