AAINX Mutual Fund

AAINX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-2.12%
3 Months
-2.51%
6 Months
-0.52%
YTD
-0.57%
1 Year
+0.79%
3 Years (annualized)
+5.95%
5 Years (annualized)
+2.00%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAINX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.57%
Peer Avg (YTD)
+0.50%
vs Peers
-1.06%

AAINX Mutual Fund Performance

AAINX performance across multiple time periods: 1-month -2.12%, YTD -0.57%, 1-year 0.79%, 3-year 5.95%, 5-year 2.00%, 10-year 2.73%.

AAINX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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