AAIIX Mutual Fund

AAIIX Mutual Fund

NAV$6.69
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Returns Overview

1 Month
-3.77%
3 Months
-2.26%
6 Months
-0.80%
YTD
-1.45%
1 Year
-1.37%
3 Years (annualized)
+6.92%
5 Years (annualized)
+2.37%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
+0.50%
vs Peers
-1.95%

AAIIX Mutual Fund Performance

AAIIX performance across multiple time periods: 1-month -3.77%, YTD -1.45%, 1-year -1.37%, 3-year 6.92%, 5-year 2.37%, 10-year 3.39%.

AAIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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