AYMIX Mutual Fund

AYMIX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-1.75%
3 Months
+0.20%
6 Months
+0.98%
YTD
+1.60%
1 Year
+7.40%
3 Years (annualized)
+4.45%
5 Years (annualized)
+0.43%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AYMIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+0.23%
vs Peers
+1.37%

AYMIX Mutual Fund Performance

AYMIX performance across multiple time periods: 1-month -1.75%, YTD 1.60%, 1-year 7.40%, 3-year 4.45%, 5-year 0.43%, 10-year 2.72%.

AYMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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