AIAFX Mutual Fund

AIAFX Mutual Fund

NAV$27.52
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Returns Overview

1 Month
-5.65%
3 Months
-6.87%
6 Months
-5.65%
YTD
+3.96%
1 Year
+8.08%
3 Years (annualized)
+15.58%
5 Years (annualized)
+8.75%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIAFX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+4.73%
vs Peers
-0.77%

AIAFX Mutual Fund Performance

AIAFX performance across multiple time periods: 1-month -5.65%, YTD 3.96%, 1-year 8.08%, 3-year 15.58%, 5-year 8.75%, 10-year 8.91%.

AIAFX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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