AIBAX Mutual Fund

AIBAX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-1.86%
3 Months
-1.93%
6 Months
-0.73%
YTD
+0.14%
1 Year
-0.94%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIBAX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
-3.82%
vs Peers
+3.96%

AIBAX Mutual Fund Performance

AIBAX performance across multiple time periods: 1-month -1.86%, YTD 0.14%, 1-year -0.94%, 3-year 4.26%, 5-year 1.00%, 10-year 1.74%.

AIBAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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