1YBottom 25% of the group
Rank 99 of 129 funds
Return +10.62%
1Y returns of 129 funds in the Aggressive Allocation group, sorted from highest to lowest. This fund ranks 99No. 1 is K-SUPSTAR-SSFX +32.55%
Principal Aggressive allocation Retirement Mutual Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
PRINCIPAL AARMF is a fund of funds that puts 82.27% into units of other funds, spread across several funds
This fundPRINCIPAL AARMFThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
All funds, as disclosed in the AMC fact sheet · What each fund holds is not shown yet · This fund's performance therefore depends on the funds it holds
Over the past year it trailed half its group; over 5 years it returned +3.72% per year (Top 25% of the group)
No. 1 is K-SUPSTAR-SSFX +32.55%
Each bar is one fund in the AIMC Aggressive Allocation group, sorted from highest to lowest return · Every share class is counted, and only funds with a full track record for the period are included · Calculated from NAV as of 3 Nov 2026
Past performance is not a guarantee of future results
| YTD | 1W | 2W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.09% | −2.17% | −2.04% | −3.07% | −3.44% | +1.82% | +10.68% | +34.83% | +20.02% | +40.15% | +58.74% |
Largest drawdown in the selected period −49.84% Previous peak 1 Nov 2007 (NAV 13.2384) → Trough 4 Mar 2009 (NAV 6.6406) · Back to the previous peak on 3 Jun 2014, after 5 years 2 months
Currently −4.93% from the peak NAV of 20.7660 (17 Aug 2026)
Over 5 years, PRINCIPAL AARMF returned 0.34 per unit of volatility, ranking 6 of 65 funds · The highest is BCAP-GW90 (0.45)
กองทุนเปิดพรินซิเพิล อะเกรสซีฟ แอลโลเคชั่นเพื่อการเลี้ยงชีพ เป็นกองทุนที่มีนโยบายการลงทุนในหน่วยลงทุนของกองทุนรวมอื่นที่มีนโยบายการลงทุนในตราสารแห่งทุน และ/หรือ ตราสารแห่งหนี้ ทั้งที่ลงทุนในประเทศ และ/หรือต่างประเทศ ซึ่งจะส่งผลให้กองทุนมี net exposure ในหน่วย CIS ของกองทุนดังกล่าวโดยเฉลี่ยในรอบปีไม… Its largest holdings are กองทุนเปิดพรินซิเพิล โกลบอล อิควิตี้ : PRINCIPAL GEF-X 46.22% · กองทุนเปิดพรินซิเพิล ไทยอิควิตี้ อัลฟ่า โฟกัส -X PRINCIPAL TEQAF-X 44.46% (fact sheet 31 Aug 2026)
Risk level 7 of 8 (High risk). Since 3 Dec 2004, its NAV has fallen as much as −49.84% from its peak.
Actual total expense ratio (TER) 1.31% a year, against a ceiling of 3.21%. Management fee 1.07%. Front-end fee 0.00%. Back-end fee 0.00%. (Fact sheet 30 Sep 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
Minimum first purchase 1,000 THB, subsequent purchases 0.01 THB. Buy orders accepted until 15:30, sell orders until 15:30, and redemption proceeds are paid T+4
PRINCIPAL AARMF is a retirement mutual fund (RMF). You can buy up to 30% of your assessable income, capped at 500,000 THB a year together with other retirement funds. You must hold it for at least 5 years and can sell only once you turn 55. Check the latest conditions with the Revenue Department before investing
Past performance is not a guarantee of future results · Investing involves risk. Investors should understand the product's features, return conditions and risks before making an investment decision
No. 1 is K-FITXL +13.47% per year
No. 1 is BCAP-GW90 +4.45% per year
| +97.43% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Full year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0 | +7.6 | −4.9 | +5.3 | +4.4 | +0.7 | +0.3 | +0.3 | −1.5 | −1.9 | −0.4 | · | +13.1* |
| 2025 | −1.4 | −3.6 | −4.6 | +2.2 | +1.0 | −0.5 | +6.3 | +0.7 | +3.1 | +2.5 | −2.3 | +0.2 | +3.2 |
| 2024 | −1.1 | +3.2 | +2.0 | −1.0 | +1.1 | +0.4 | +1.2 | +1.0 | +3.9 | −0.1 | +1.3 | −1.8 | +10.4 |
| 2023 | +1.8 | −2.3 | +1.5 | −1.7 | −0.1 | +2.8 | +3.4 | −2.2 | −3.8 | −4.5 | +3.6 | +3.4 | +1.3 |
| 2022 | −2.8 | +0.3 | +1.9 | −4.3 | −0.4 | −6.3 | +2.6 | +1.5 | −5.7 | +3.1 | +3.0 | −1.7 | −9.2 |