AIOCX Mutual Fund

AIOCX Mutual Fund

NAV$11.63
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Returns Overview

1 Month
-2.41%
3 Months
-1.18%
6 Months
+7.61%
YTD
+9.31%
1 Year
+12.88%
3 Years (annualized)
+14.23%
5 Years (annualized)
+0.69%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOCX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+7.86%
vs Peers
+1.45%

AIOCX Mutual Fund Performance

AIOCX performance across multiple time periods: 1-month -2.41%, YTD 9.31%, 1-year 12.88%, 3-year 14.23%, 5-year 0.69%, 10-year 6.91%.

AIOCX returns outperform the peer average of 7.86% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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