AIFRX Mutual Fund

AIFRX Mutual Fund

NAV$27.63
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Returns Overview

1 Month
-5.60%
3 Months
-6.82%
6 Months
-5.50%
YTD
+4.18%
1 Year
+8.34%
3 Years (annualized)
+15.86%
5 Years (annualized)
+9.02%
10 Years (annualized)
+9.14%

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
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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)
+4.18%
Peer Avg (YTD)
+4.73%
vs Peers
-0.55%

AIFRX Mutual Fund Performance

AIFRX performance across multiple time periods: 1-month -5.60%, YTD 4.18%, 1-year 8.34%, 3-year 15.86%, 5-year 9.02%, 10-year 9.14%.

AIFRX returns trail the peer average of 4.73% 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.