AICRX Mutual Fund

AICRX Mutual Fund

NAV$44.81
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Returns Overview

1 Month
-3.43%
3 Months
+1.09%
6 Months
+14.29%
YTD
+13.65%
1 Year
+19.61%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+10.00%
vs Peers
+3.66%

AICRX Mutual Fund Performance

AICRX performance across multiple time periods: 1-month -3.43%, YTD 13.65%, 1-year 19.61%, 3-year 16.98%, 5-year 7.81%, 10-year 10.72%.

AICRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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