AQMNX Mutual Fund

AQMNX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
+5.24%
3 Months
+8.81%
6 Months
+8.29%
YTD
+17.57%
1 Year
+22.32%
3 Years (annualized)
+11.48%
5 Years (annualized)
+14.22%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQMNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+17.57%
Peer Avg (YTD)
+5.40%
vs Peers
+12.17%

AQMNX Mutual Fund Performance

AQMNX performance across multiple time periods: 1-month 5.24%, YTD 17.57%, 1-year 22.32%, 3-year 11.48%, 5-year 14.22%, 10-year 4.60%.

AQMNX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.39%, investors should weigh costs against performance when evaluating this mutual fund.

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