AIHAX Mutual Fund

AIHAX Mutual Fund

NAV$7.69
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Returns Overview

1 Month
-3.17%
3 Months
-4.56%
6 Months
-3.33%
YTD
-3.95%
1 Year
-3.18%
3 Years (annualized)
+3.23%
5 Years (annualized)
-1.33%
10 Years (annualized)
+0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIHAX 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 Aggregate Index(^BLAI)
This Mutual Fund (YTD)
-3.95%
Peer Avg (YTD)
+0.50%
vs Peers
-4.45%

AIHAX Mutual Fund Performance

AIHAX performance across multiple time periods: 1-month -3.17%, YTD -3.95%, 1-year -3.18%, 3-year 3.23%, 5-year -1.33%, 10-year 0.31%.

AIHAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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