AIDBX Mutual Fund

Returns Overview

3 Months
-0.05%
6 Months
+1.92%
YTD
+3.92%
1 Year
+5.39%
3 Years (annualized)
+0.89%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIDBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-10 Year Blended Municipal Bond Index

AIDBX Mutual Fund Performance

AIDBX performance across multiple time periods: YTD 3.92%, 1-year 5.39%, 3-year 0.89%, 5-year 0.84%, 10-year 1.19%.

AIDBX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

AIDBX performance comparison shows side-by-side returns with another fund. AIDBX alternatives are available in the Mutual Fund Screener.