AYMIX Mutual Fund

AYMIX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
-4.74%
3 Months
-6.72%
6 Months
-3.62%
YTD
-3.54%
1 Year
-2.34%
3 Years (annualized)
+4.86%
5 Years (annualized)
+0.43%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AYMIX 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)
-3.54%
Peer Avg (YTD)
-3.84%
vs Peers
+0.30%

AYMIX Mutual Fund Performance

AYMIX performance across multiple time periods: 1-month -4.74%, YTD -3.54%, 1-year -2.34%, 3-year 4.86%, 5-year 0.43%, 10-year 2.64%.

AYMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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