AINIX Mutual Fund

AINIX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-2.64%
3 Months
-2.59%
6 Months
+18.45%
YTD
+14.18%
1 Year
+17.76%
3 Years (annualized)
+20.28%
5 Years (annualized)
+10.07%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AINIX 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
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📉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 ACWI ex US Index
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+9.89%
vs Peers
+4.28%

AINIX Mutual Fund Performance

AINIX performance across multiple time periods: 1-month -2.64%, YTD 14.18%, 1-year 17.76%, 3-year 20.28%, 5-year 10.07%, 10-year 7.63%.

AINIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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