AAIYX Mutual Fund

AAIYX Mutual Fund

NAV$22.09
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Returns Overview

1 Month
+4.08%
3 Months
+1.98%
6 Months
+39.58%
YTD
+27.91%
1 Year
+26.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIYX 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 500 Index(SPX)
This Mutual Fund (YTD)
+27.91%
Peer Avg (YTD)
+8.68%
vs Peers
+19.23%

AAIYX Mutual Fund Performance

AAIYX performance across multiple time periods: 1-month 4.08%, YTD 27.91%, 1-year 26.18%.

AAIYX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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