AIFRX Mutual Fund

AIFRX Mutual Fund

NAV$27.89
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Returns Overview

1 Month
+5.69%
3 Months
-1.55%
6 Months
-3.32%
YTD
+10.11%
1 Year
+15.02%
3 Years (annualized)
+19.21%
5 Years (annualized)
+8.76%
10 Years (annualized)
+9.79%

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)
+10.11%
Peer Avg (YTD)
+7.23%
vs Peers
+2.88%

AIFRX Mutual Fund Performance

AIFRX performance across multiple time periods: 1-month 5.69%, YTD 10.11%, 1-year 15.02%, 3-year 19.21%, 5-year 8.76%, 10-year 9.79%.

AIFRX returns outperform the peer average of 7.23% 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.