AIAGX Mutual Fund

NAV$12.15

Returns Overview

1 Month
+3.46%
3 Months
+11.03%
6 Months
+17.76%
YTD
+17.53%
1 Year
+23.05%
3 Years (annualized)
+11.92%
5 Years (annualized)
+5.37%
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
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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+17.53%
Peer Avg (YTD)
+11.24%
vs Peers
+6.29%

AIAGX Mutual Fund Performance

AIAGX performance across multiple time periods: 1-month 3.46%, YTD 17.53%, 1-year 23.05%, 3-year 11.92%, 5-year 5.37%, 10-year 6.04%.

AIAGX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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