AAAMX Mutual Fund

AAAMX Mutual Fund

NAV$10.90
See how much of AAAMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
-1.55%
6 Months
+3.45%
YTD
+2.76%
1 Year
+4.81%
3 Years (annualized)
+9.74%
5 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAAMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+7.09%
vs Peers
-4.33%

AAAMX Mutual Fund Performance

AAAMX performance across multiple time periods: 1-month -2.44%, YTD 2.76%, 1-year 4.81%, 3-year 9.74%, 5-year 3.90%.

AAAMX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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