AIFRX Mutual Fund

AIFRX Mutual Fund

NAV$27.33
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Returns Overview

1 Month
+0.03%
3 Months
-1.80%
6 Months
+6.44%
YTD
+11.84%
1 Year
+20.02%
3 Years (annualized)
+14.79%
5 Years (annualized)
+9.62%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIFRX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+12.53%
vs Peers
-0.69%

AIFRX Mutual Fund Performance

AIFRX performance across multiple time periods: 1-month 0.03%, YTD 11.84%, 1-year 20.02%, 3-year 14.79%, 5-year 9.62%, 10-year 9.73%.

AIFRX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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