AIAGX Mutual Fund

AIAGX Mutual Fund

NAV$11.94
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Returns Overview

1 Month
+2.60%
3 Months
+4.97%
6 Months
+17.28%
YTD
+20.58%
1 Year
+26.61%
3 Years (annualized)
+12.49%
5 Years (annualized)
+5.29%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIAGX 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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+20.58%
Peer Avg (YTD)
+12.53%
vs Peers
+8.05%

AIAGX Mutual Fund Performance

AIAGX performance across multiple time periods: 1-month 2.60%, YTD 20.58%, 1-year 26.61%, 3-year 12.49%, 5-year 5.29%, 10-year 6.04%.

AIAGX returns outperform 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.

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