AAIDX Mutual Fund

AAIDX Mutual Fund

NAV$19.90
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Returns Overview

1 Month
+0.49%
3 Months
+1.73%
6 Months
+4.08%
YTD
+5.41%
1 Year
+7.82%
3 Years (annualized)
+10.15%
5 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIDX 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
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📉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

This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+5.40%
vs Peers
+0.01%

AAIDX Mutual Fund Performance

AAIDX performance across multiple time periods: 1-month 0.49%, YTD 5.41%, 1-year 7.82%, 3-year 10.15%, 5-year 7.64%.

AAIDX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.16%, investors should weigh costs against performance when evaluating this mutual fund.

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