AIQQX Mutual Fund

AIQQX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
-5.15%
3 Months
+0.19%
6 Months
+4.51%
YTD
+1.41%
1 Year
+3.41%
3 Years (annualized)
+9.97%
5 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIQQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+9.91%
vs Peers
-8.50%

AIQQX Mutual Fund Performance

AIQQX performance across multiple time periods: 1-month -5.15%, YTD 1.41%, 1-year 3.41%, 3-year 9.97%, 5-year 5.95%.

AIQQX returns trail the peer average of 9.91% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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