AIAFX Mutual Fund

AIAFX Mutual Fund

NAV$28.20
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Returns Overview

3 Months
-1.87%
6 Months
+6.26%
YTD
+11.63%
1 Year
+19.70%
3 Years (annualized)
+14.49%
5 Years (annualized)
+9.34%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+12.53%
vs Peers
-0.90%

AIAFX Mutual Fund Performance

AIAFX performance across multiple time periods: YTD 11.63%, 1-year 19.70%, 3-year 14.49%, 5-year 9.34%, 10-year 9.46%.

AIAFX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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