AAAIX Mutual Fund

AAAIX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-2.60%
3 Months
-0.99%
6 Months
+8.43%
YTD
+6.38%
1 Year
+9.36%
3 Years (annualized)
+15.12%
5 Years (annualized)
+7.35%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAIX 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
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📉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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+6.10%
vs Peers
+0.28%

AAAIX Mutual Fund Performance

AAAIX performance across multiple time periods: 1-month -2.60%, YTD 6.38%, 1-year 9.36%, 3-year 15.12%, 5-year 7.35%, 10-year 10.31%.

AAAIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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