AAASX Mutual Fund

AAASX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
-5.31%
3 Months
-2.31%
6 Months
-4.18%
YTD
+4.59%
1 Year
+7.30%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.16%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAASX 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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+6.10%
vs Peers
-1.51%

AAASX Mutual Fund Performance

AAASX performance across multiple time periods: 1-month -5.31%, YTD 4.59%, 1-year 7.30%, 3-year 11.41%, 5-year 5.16%, 10-year 7.16%.

AAASX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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