AOOIX Mutual Fund

AOOIX Mutual Fund

NAV$18.86
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Returns Overview

1 Month
-2.61%
3 Months
-1.42%
6 Months
+7.04%
YTD
+5.06%
1 Year
+7.51%
3 Years (annualized)
+12.78%
5 Years (annualized)
+5.47%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOOIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+4.96%
vs Peers
+0.09%

AOOIX Mutual Fund Performance

AOOIX performance across multiple time periods: 1-month -2.61%, YTD 5.06%, 1-year 7.51%, 3-year 12.78%, 5-year 5.47%, 10-year 8.77%.

AOOIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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