AOPAX Mutual Fund

AOPAX Mutual Fund

NAV$43.89
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Returns Overview

1 Month
-1.47%
3 Months
+6.87%
6 Months
+13.51%
YTD
+20.11%
1 Year
+26.99%
3 Years (annualized)
+21.58%
5 Years (annualized)
+7.17%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOPAX 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
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📉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 All Country World ex USA Net Index
This Mutual Fund (YTD)
+20.11%
Peer Avg (YTD)
+7.86%
vs Peers
+12.25%

AOPAX Mutual Fund Performance

AOPAX performance across multiple time periods: 1-month -1.47%, YTD 20.11%, 1-year 26.99%, 3-year 21.58%, 5-year 7.17%, 10-year 8.80%.

AOPAX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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