AOUIX Mutual Fund

AOUIX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-0.01%
3 Months
+0.66%
6 Months
+1.79%
YTD
+2.66%
1 Year
+3.96%
3 Years (annualized)
+5.72%
5 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AOUIX 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)
+2.66%
Peer Avg (YTD)
+0.50%
vs Peers
+2.16%

AOUIX Mutual Fund Performance

AOUIX performance across multiple time periods: 1-month -0.01%, YTD 2.66%, 1-year 3.96%, 3-year 5.72%, 5-year 3.40%.

AOUIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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