AAISX Mutual Fund

AAISX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+4.09%
3 Months
+7.87%
6 Months
+5.98%
YTD
+10.82%
1 Year
+24.48%
3 Years (annualized)
+16.30%
5 Years (annualized)
+11.06%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAISX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+11.12%
vs Peers
-0.30%

AAISX Mutual Fund Performance

AAISX performance across multiple time periods: 1-month 4.09%, YTD 10.82%, 1-year 24.48%, 3-year 16.30%, 5-year 11.06%, 10-year 8.64%.

AAISX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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