AISHX Mutual Fund

AISHX Mutual Fund

NAV$5.53
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Returns Overview

1 Month
-5.58%
3 Months
-4.42%
6 Months
+4.84%
YTD
+7.13%
1 Year
+10.25%
3 Years (annualized)
+13.45%
5 Years (annualized)
+3.04%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISHX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+10.34%
vs Peers
-3.21%

AISHX Mutual Fund Performance

AISHX performance across multiple time periods: 1-month -5.58%, YTD 7.13%, 1-year 10.25%, 3-year 13.45%, 5-year 3.04%, 10-year 6.96%.

AISHX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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