AZISX Mutual Fund

AZISX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-1.92%
3 Months
-2.85%
6 Months
+7.90%
YTD
+5.46%
1 Year
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZISX 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
MSCI World Ex USA Small Cap NR USD(^MIWOU00S0NUS)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+10.34%
vs Peers
-4.88%

AZISX Mutual Fund Performance

AZISX performance across multiple time periods: 1-month -1.92%, YTD 5.46%, 1-year 1.89%.

AZISX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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