AIBAX Mutual Fund

AIBAX Mutual Fund

NAV$12.13
See how much of AIBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
-0.40%
6 Months
-1.39%
YTD
-0.19%
1 Year
+1.26%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIBAX 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 US Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+0.15%
vs Peers
-0.34%

AIBAX Mutual Fund Performance

AIBAX performance across multiple time periods: 1-month 0.15%, YTD -0.19%, 1-year 1.26%, 3-year 4.26%, 5-year 1.00%, 10-year 1.74%.

AIBAX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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