AIISX Mutual Fund

AIISX Mutual Fund

NAV$45.53
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Returns Overview

1 Month
-1.48%
3 Months
+6.91%
6 Months
+13.64%
YTD
+20.33%
1 Year
+27.26%
3 Years (annualized)
+21.88%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIISX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+20.33%
Peer Avg (YTD)
+7.86%
vs Peers
+12.46%

AIISX Mutual Fund Performance

AIISX performance across multiple time periods: 1-month -1.48%, YTD 20.33%, 1-year 27.26%, 3-year 21.88%, 5-year 7.45%, 10-year 9.08%.

AIISX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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