AOFCX Mutual Fund

AOFCX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
+0.14%
3 Months
-3.33%
6 Months
+26.82%
YTD
+14.77%
1 Year
+20.95%
3 Years (annualized)
+14.07%
5 Years (annualized)
-3.20%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+10.34%
vs Peers
+4.43%

AOFCX Mutual Fund Performance

AOFCX performance across multiple time periods: 1-month 0.14%, YTD 14.77%, 1-year 20.95%, 3-year 14.07%, 5-year -3.20%, 10-year 9.04%.

AOFCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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