AIFRX Mutual Fund

NAV$28.64

Returns Overview

1 Month
+0.81%
3 Months
+1.41%
6 Months
+12.71%
YTD
+11.80%
1 Year
+19.51%
3 Years (annualized)
+15.06%
5 Years (annualized)
+9.51%
10 Years (annualized)
+10.04%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+11.24%
vs Peers
+0.56%

AIFRX Mutual Fund Performance

AIFRX performance across multiple time periods: 1-month 0.81%, YTD 11.80%, 1-year 19.51%, 3-year 15.06%, 5-year 9.51%, 10-year 10.04%.

AIFRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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