AIOOX Mutual Fund

AIOOX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
-3.51%
3 Months
+0.42%
6 Months
+7.56%
YTD
+4.49%
1 Year
+8.48%
3 Years (annualized)
+10.90%
5 Years (annualized)
+6.13%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIOOX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+9.29%
vs Peers
-4.80%

AIOOX Mutual Fund Performance

AIOOX performance across multiple time periods: 1-month -3.51%, YTD 4.49%, 1-year 8.48%, 3-year 10.90%, 5-year 6.13%, 10-year 9.02%.

AIOOX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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