AIDAX Mutual Fund

AIDAX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
+2.73%
3 Months
-0.11%
6 Months
-0.48%
YTD
+0.16%
1 Year
+0.67%
3 Years (annualized)
+4.03%
5 Years (annualized)
+1.11%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIDAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
-0.75%
vs Peers
+0.91%

AIDAX Mutual Fund Performance

AIDAX performance across multiple time periods: 1-month 2.73%, YTD 0.16%, 1-year 0.67%, 3-year 4.03%, 5-year 1.11%, 10-year 1.54%.

AIDAX returns outperform the peer average of -0.75% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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