AISTX Mutual Fund

AISTX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-1.42%
3 Months
-1.34%
6 Months
-0.73%
YTD
-0.21%
1 Year
+0.97%
3 Years (annualized)
+5.02%
5 Years (annualized)
+2.13%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISTX 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
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+0.50%
vs Peers
-0.71%

AISTX Mutual Fund Performance

AISTX performance across multiple time periods: 1-month -1.42%, YTD -0.21%, 1-year 0.97%, 3-year 5.02%, 5-year 2.13%, 10-year 2.18%.

AISTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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