AICFX Mutual Fund

AICFX Mutual Fund

NAV$67.93
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Returns Overview

3 Months
+4.10%
6 Months
+7.85%
YTD
+9.09%
1 Year
+16.91%
3 Years (annualized)
+20.86%
5 Years (annualized)
+14.05%
10 Years (annualized)
+13.91%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+9.41%
vs Peers
-0.32%

AICFX Mutual Fund Performance

AICFX performance across multiple time periods: YTD 9.09%, 1-year 16.91%, 3-year 20.86%, 5-year 14.05%, 10-year 13.91%.

AICFX returns trail the peer average of 9.41% 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.