AAIZX Mutual Fund

AAIZX Mutual Fund

NAV$22.11
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Returns Overview

1 Month
+4.13%
3 Months
+2.02%
6 Months
+39.60%
YTD
+28.01%
1 Year
+26.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIZX 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)
+28.01%
Peer Avg (YTD)
+8.68%
vs Peers
+19.33%

AAIZX Mutual Fund Performance

AAIZX performance across multiple time periods: 1-month 4.13%, YTD 28.01%, 1-year 26.28%.

AAIZX 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.

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