AIAYX Mutual Fund

AIAYX Mutual Fund

NAV$10.51
See how much of AIAYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.76%
3 Months
-1.04%
6 Months
+0.08%
YTD
+0.55%
1 Year
+2.46%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.19%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIAYX 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)
+0.55%
Peer Avg (YTD)
+0.12%
vs Peers
+0.43%

AIAYX Mutual Fund Performance

AIAYX performance across multiple time periods: 1-month -0.76%, YTD 0.55%, 1-year 2.46%, 3-year 3.59%, 5-year 0.19%, 10-year 2.23%.

AIAYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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