AISZX Mutual Fund

AISZX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
-0.63%
3 Months
+2.54%
6 Months
+35.44%
YTD
+20.02%
1 Year
+27.17%
3 Years (annualized)
+13.74%
5 Years (annualized)
-2.47%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AISZX 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)
+20.02%
Peer Avg (YTD)
+10.34%
vs Peers
+9.68%

AISZX Mutual Fund Performance

AISZX performance across multiple time periods: 1-month -0.63%, YTD 20.02%, 1-year 27.17%, 3-year 13.74%, 5-year -2.47%, 10-year 10.45%.

AISZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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