AAIIX Mutual Fund

AAIIX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
-1.71%
3 Months
-4.95%
6 Months
-5.80%
YTD
-3.14%
1 Year
-2.86%
3 Years (annualized)
+6.52%
5 Years (annualized)
+1.13%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.14%
Peer Avg (YTD)
+1.93%
vs Peers
-5.06%

AAIIX Mutual Fund Performance

AAIIX performance across multiple time periods: 1-month -1.71%, YTD -3.14%, 1-year -2.86%, 3-year 6.52%, 5-year 1.13%, 10-year 2.97%.

AAIIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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