AICFX Mutual Fund

AICFX Mutual Fund

NAV$68.30
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Returns Overview

1 Month
+1.16%
3 Months
+0.40%
6 Months
+9.62%
YTD
+10.36%
1 Year
+16.05%
3 Years (annualized)
+21.99%
5 Years (annualized)
+13.68%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+11.21%
vs Peers
-0.85%

AICFX Mutual Fund Performance

AICFX performance across multiple time periods: 1-month 1.16%, YTD 10.36%, 1-year 16.05%, 3-year 21.99%, 5-year 13.68%, 10-year 14.06%.

AICFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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