AAIZX Mutual Fund

AAIZX Mutual Fund

NAV$19.37
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Returns Overview

1 Month
-10.90%
3 Months
-3.56%
6 Months
+4.54%
YTD
+14.06%
1 Year
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AAIZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.06%
Peer Avg (YTD)
+5.23%
vs Peers
+8.83%

AAIZX Mutual Fund Performance

AAIZX performance across multiple time periods: 1-month -10.90%, YTD 14.06%, 1-year 9.59%.

AAIZX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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