AIOIX Mutual Fund

AIOIX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-2.29%
3 Months
-0.90%
6 Months
+8.19%
YTD
+10.18%
1 Year
+14.00%
3 Years (annualized)
+15.36%
5 Years (annualized)
+1.70%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOIX 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
MSCI ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+7.86%
vs Peers
+2.31%

AIOIX Mutual Fund Performance

AIOIX performance across multiple time periods: 1-month -2.29%, YTD 10.18%, 1-year 14.00%, 3-year 15.36%, 5-year 1.70%, 10-year 8.33%.

AIOIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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