AIEXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.28%
3 Months
+0.86%
6 Months
+1.74%
YTD
+1.74%
1 Year
+3.78%
3 Years (annualized)
+4.56%
5 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIEXX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+1.70%
vs Peers
+0.04%

AIEXX Mutual Fund Performance

AIEXX performance across multiple time periods: 1-month 0.28%, YTD 1.74%, 1-year 3.78%, 3-year 4.56%, 5-year 3.49%.

AIEXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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