AIBAX Mutual Fund

AIBAX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
+1.74%
3 Months
+0.01%
6 Months
+0.52%
YTD
-0.41%
1 Year
+0.38%
3 Years (annualized)
+4.77%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.69%

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
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🏦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 US Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
-0.30%
vs Peers
-0.11%

AIBAX Mutual Fund Performance

AIBAX performance across multiple time periods: 1-month 1.74%, YTD -0.41%, 1-year 0.38%, 3-year 4.77%, 5-year 1.08%, 10-year 1.69%.

AIBAX returns trail the peer average of -0.30% 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.