AOFIX Mutual Fund

AOFIX Mutual Fund

NAV$24.14
See how much of AOFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.24%
3 Months
-3.15%
6 Months
+27.27%
YTD
+15.45%
1 Year
+21.86%
3 Years (annualized)
+14.96%
5 Years (annualized)
-3.87%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+10.34%
vs Peers
+5.11%

AOFIX Mutual Fund Performance

AOFIX performance across multiple time periods: 1-month 0.24%, YTD 15.45%, 1-year 21.86%, 3-year 14.96%, 5-year -3.87%, 10-year 8.87%.

AOFIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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