AISBX Mutual Fund

AISBX Mutual Fund

NAV$14.75
See how much of AISBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.50%
3 Months
-4.24%
6 Months
+8.57%
YTD
+9.48%
1 Year
+5.25%
3 Years (annualized)
+5.74%
5 Years (annualized)
+3.01%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISBX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+10.34%
vs Peers
-0.87%

AISBX Mutual Fund Performance

AISBX performance across multiple time periods: 1-month -4.50%, YTD 9.48%, 1-year 5.25%, 3-year 5.74%, 5-year 3.01%, 10-year 7.35%.

AISBX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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