AAISX Mutual Fund

NAV$21.51

Returns Overview

1 Month
-0.39%
3 Months
+9.33%
6 Months
+7.25%
YTD
+6.46%
1 Year
+19.45%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.52%
10 Years (annualized)
+8.39%

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
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

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+8.71%
vs Peers
-2.25%

AAISX Mutual Fund Performance

AAISX performance across multiple time periods: 1-month -0.39%, YTD 6.46%, 1-year 19.45%, 3-year 15.26%, 5-year 9.52%, 10-year 8.39%.

AAISX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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