AICFX Mutual Fund

AICFX Mutual Fund

NAV$68.84
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Returns Overview

1 Month
-1.04%
3 Months
+0.11%
6 Months
+15.14%
YTD
+8.94%
1 Year
+11.98%
3 Years (annualized)
+21.99%
5 Years (annualized)
+13.68%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICFX 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)
+8.94%
Peer Avg (YTD)
+9.91%
vs Peers
-0.97%

AICFX Mutual Fund Performance

AICFX performance across multiple time periods: 1-month -1.04%, YTD 8.94%, 1-year 11.98%, 3-year 21.99%, 5-year 13.68%, 10-year 14.06%.

AICFX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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