AIADX Mutual Fund

AIADX Mutual Fund

NAV$10.20
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Returns Overview

1 Month
-2.68%
3 Months
-3.24%
6 Months
-2.31%
YTD
-1.94%
1 Year
-2.08%
3 Years (annualized)
+4.05%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIADX 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
PROUpgrade to run
🏦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 Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-1.94%
Peer Avg (YTD)
+0.50%
vs Peers
-2.44%

AIADX Mutual Fund Performance

AIADX performance across multiple time periods: 1-month -2.68%, YTD -1.94%, 1-year -2.08%, 3-year 4.05%, 5-year 0.30%, 10-year 2.27%.

AIADX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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