AICRX Mutual Fund

AICRX Mutual Fund

NAV$43.94
See how much of AICRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.36%
3 Months
+6.79%
6 Months
+11.77%
YTD
+17.69%
1 Year
+26.96%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.69%
Peer Avg (YTD)
+12.44%
vs Peers
+5.25%

AICRX Mutual Fund Performance

AICRX performance across multiple time periods: 1-month 2.36%, YTD 17.69%, 1-year 26.96%, 3-year 16.98%, 5-year 7.81%, 10-year 10.72%.

AICRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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