AIIFX Mutual Fund

AIIFX Mutual Fund

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Returns Overview

1 Month
-3.04%
3 Months
-2.56%
6 Months
-0.87%
YTD
-1.48%
1 Year
-1.26%
3 Years (annualized)
+5.58%
5 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIIFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Index(BBUA)
This Mutual Fund (YTD)
-1.48%
Peer Avg (YTD)
+0.50%
vs Peers
-1.98%

AIIFX Mutual Fund Performance

AIIFX performance across multiple time periods: 1-month -3.04%, YTD -1.48%, 1-year -1.26%, 3-year 5.58%, 5-year 1.63%.

AIIFX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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