AAIDX Mutual Fund

NAV$20.03

Returns Overview

1 Month
+0.79%
3 Months
+2.31%
6 Months
+3.62%
YTD
+3.62%
1 Year
+8.78%
3 Years (annualized)
+10.17%
5 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+3.47%
vs Peers
+0.15%

AAIDX Mutual Fund Performance

AAIDX performance across multiple time periods: 1-month 0.79%, YTD 3.62%, 1-year 8.78%, 3-year 10.17%, 5-year 7.61%.

AAIDX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.16%, investors should weigh costs against performance when evaluating this mutual fund.

AAIDX performance comparison shows side-by-side returns with another fund. AAIDX alternatives are available in the Mutual Fund Screener.