AIRIX Mutual Fund

AIRIX Mutual Fund

NAV$7.58
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Returns Overview

1 Month
-3.08%
3 Months
-5.51%
6 Months
-4.26%
YTD
-4.73%
1 Year
-4.00%
3 Years (annualized)
+3.09%
5 Years (annualized)
-1.33%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIRIX 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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
-4.73%
Peer Avg (YTD)
+0.50%
vs Peers
-5.23%

AIRIX Mutual Fund Performance

AIRIX performance across multiple time periods: 1-month -3.08%, YTD -4.73%, 1-year -4.00%, 3-year 3.09%, 5-year -1.33%, 10-year 0.47%.

AIRIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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