AIARX Mutual Fund

AIARX Mutual Fund

NAV$10.53
See how much of AIARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.76%
3 Months
-1.16%
6 Months
-0.32%
YTD
+0.15%
1 Year
+1.77%
3 Years (annualized)
+2.86%
5 Years (annualized)
-0.50%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.12%
vs Peers
+0.03%

AIARX Mutual Fund Performance

AIARX performance across multiple time periods: 1-month -0.76%, YTD 0.15%, 1-year 1.77%, 3-year 2.86%, 5-year -0.50%, 10-year 1.54%.

AIARX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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