AIARX Mutual Fund

AIARX Mutual Fund

NAV$10.19
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Returns Overview

3 Months
-1.43%
6 Months
-1.43%
YTD
+0.15%
1 Year
+0.26%
3 Years (annualized)
+3.21%
5 Years (annualized)
-0.48%
10 Years (annualized)
+1.57%

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
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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)
+2.15%
vs Peers
-2.01%

AIARX Mutual Fund Performance

AIARX performance across multiple time periods: YTD 0.15%, 1-year 0.26%, 3-year 3.21%, 5-year -0.48%, 10-year 1.57%.

AIARX returns trail the peer average of 2.15% 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.