AIFAX Mutual Fund

AIFAX Mutual Fund

NAV$21.95
See how much of AIFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.11%
3 Months
+1.94%
6 Months
+39.38%
YTD
+27.75%
1 Year
+25.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIFAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+27.75%
Peer Avg (YTD)
+8.68%
vs Peers
+19.07%

AIFAX Mutual Fund Performance

AIFAX performance across multiple time periods: 1-month 4.11%, YTD 27.75%, 1-year 25.95%.

AIFAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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