AIFIX Mutual Fund

AIFIX Mutual Fund

NAV$19.40
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Returns Overview

1 Month
-10.90%
3 Months
-3.63%
6 Months
+4.42%
YTD
+13.81%
1 Year
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIFIX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+5.23%
vs Peers
+8.57%

AIFIX Mutual Fund Performance

AIFIX performance across multiple time periods: 1-month -10.90%, YTD 13.81%, 1-year 9.32%.

AIFIX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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