AYMAX Mutual Fund

AYMAX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
-4.77%
3 Months
-6.83%
6 Months
-3.84%
YTD
-3.86%
1 Year
-2.74%
3 Years (annualized)
+4.39%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AYMAX 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
S&P Municipal Bond 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
-3.86%
Peer Avg (YTD)
-3.84%
vs Peers
-0.02%

AYMAX Mutual Fund Performance

AYMAX performance across multiple time periods: 1-month -4.77%, YTD -3.86%, 1-year -2.74%, 3-year 4.39%, 5-year -0.02%, 10-year 2.23%.

AYMAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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