AIDZX Mutual Fund

AIDZX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
+2.75%
3 Months
-0.03%
6 Months
-0.31%
YTD
+0.41%
1 Year
+0.97%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.39%
10 Years (annualized)
+1.82%

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
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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)
+0.41%
Peer Avg (YTD)
-0.75%
vs Peers
+1.16%

AIDZX Mutual Fund Performance

AIDZX performance across multiple time periods: 1-month 2.75%, YTD 0.41%, 1-year 0.97%, 3-year 4.32%, 5-year 1.39%, 10-year 1.82%.

AIDZX returns outperform the peer average of -0.75% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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