AIDZX Mutual Fund

NAV$13.91

Returns Overview

1 Month
+0.49%
3 Months
+1.45%
6 Months
+1.57%
YTD
+1.57%
1 Year
+5.25%
3 Years (annualized)
+3.83%
5 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIDZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 5-Year General Obligation Municipal Bond Index(^BB5YGOMUB)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+0.38%
vs Peers
+1.19%

AIDZX Mutual Fund Performance

AIDZX performance across multiple time periods: 1-month 0.49%, YTD 1.57%, 1-year 5.25%, 3-year 3.83%, 5-year 1.53%.

AIDZX returns outperform the peer average of 0.38% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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